Interact to see
Advertisement
Advertisement
JSIZX vs PBRAX
JSIZX vs PBRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSIZX vs. PBRAX commentary
Aug 13, 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 Hold and PBRAX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. PBRAX (662M). JSIZX pays higher dividends than PBRAX: JSIZX (3.06) vs PBRAX (2.77). JSIZX was incepted earlier than PBRAX: JSIZX (17 years) vs PBRAX (11 years). PBRAX (1.17) and JSIZX (1.13) have similar cost to investors . PBRAX is a more actively managed with annual turnover of: 27.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than PBRAX: JSIZX (0) vs PBRAX (1000). JSIZX annual gain was more profitable for investors over the last year : 8.84 vs. PBRAX (8.24). PBRAX return over 5 years is better than : 18.24 vs. JSIZX (7.81).
| JSIZX | PBRAX | JSIZX / PBRAX | |
| Total Expense Ratio | 1.09 | 1.16 | 94% |
| Annual Report Gross Expense Ratio | 1.13 | 1.17 | 97% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 6.946 | 7.593 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 662M | 321% |
| Annual Yield % from dividends | 3.06 | 2.77 | 110% |
| Returns for 1 year | 8.84 | 8.24 | 107% |
| Returns for 3 years | 18.73 | 16.47 | 114% |
| Returns for 5 years | 7.81 | 18.24 | 43% |
| Returns for 10 years | 13.38 | 62.19 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers