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JSIZX vs MLLCX
JSIZX vs MLLCX Comparison Chart
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JSIZX vs. MLLCX commentary
May 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JSIZX is a Sell and MLLCX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. MLLCX (551M). JSIZX pays higher dividends than MLLCX: JSIZX (3.22) vs MLLCX (2.79). JSIZX was incepted earlier than MLLCX: JSIZX (17 years) vs MLLCX (20 years). MLLCX (1.63) is less costly to investors than JSIZX (1.13). JSIZX is a more actively managed with annual turnover of: 19.00 vs. MLLCX (9.00). JSIZX has a lower initial minimum investment than MLLCX: JSIZX (0) vs MLLCX (1000). JSIZX annual gain was more profitable for investors over the last year : 7.20 vs. MLLCX (3.39). JSIZX (11.65) and MLLCX (11.51) have equivalent 5 years return.
| JSIZX | MLLCX | JSIZX / MLLCX | |
| Total Expense Ratio | 1.09 | 1.45 | 75% |
| Annual Report Gross Expense Ratio | 1.13 | 1.63 | 69% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 1.180 | 1.491 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 551M | 380% |
| Annual Yield % from dividends | 3.22 | 2.79 | 115% |
| Returns for 1 year | 7.20 | 3.39 | 212% |
| Returns for 3 years | 12.63 | 4.92 | 257% |
| Returns for 5 years | 11.65 | 11.51 | 101% |
| Returns for 10 years | 6.65 | 18.54 | 36% |
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