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JSIZX vs PBRAX
JSIZX vs PBRAX Comparison Chart in %
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JSIZX vs. PBRAX commentary
Sep 10, 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: 2.13B vs. PBRAX (671M). JSIZX pays higher dividends than PBRAX: JSIZX (3.00) vs PBRAX (2.72). 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 : 9.09 vs. PBRAX (8.32). PBRAX return over 5 years is better than : 19.71 vs. JSIZX (9.46).
| 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 | 8.781 | 9.566 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 671M | 318% |
| Annual Yield % from dividends | 3.00 | 2.72 | 110% |
| Returns for 1 year | 9.09 | 8.32 | 109% |
| Returns for 3 years | 24.55 | 23.50 | 104% |
| Returns for 5 years | 9.46 | 19.71 | 48% |
| Returns for 10 years | 18.21 | 69.78 | 26% |
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