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JSIZX vs PBRNX
JSIZX vs PBRNX Comparison Chart
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JSIZX vs. PBRNX commentary
May 23, 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 PBRNX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. PBRNX (686M). PBRNX pays higher dividends than JSIZX: PBRNX (4.19) vs JSIZX (3.22). JSIZX was incepted earlier than PBRNX: JSIZX (17 years) vs PBRNX (10 years). JSIZX (1.13) is less costly to investors than PBRNX (0.72). PBRNX is a more actively managed with annual turnover of: 27.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than PBRNX: JSIZX (0) vs PBRNX (1000000). JSIZX annual gain was more profitable for investors over the last year : 5.96 vs. PBRNX (5.48). PBRNX return over 5 years is better than : 25.09 vs. JSIZX (10.87).
| JSIZX | PBRNX | JSIZX / PBRNX | |
| Total Expense Ratio | 1.09 | 0.71 | 154% |
| Annual Report Gross Expense Ratio | 1.13 | 0.72 | 157% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 2.228 | 2.211 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 686M | 306% |
| Annual Yield % from dividends | 3.22 | 4.19 | 77% |
| Returns for 1 year | 5.96 | 5.48 | 109% |
| Returns for 3 years | 15.84 | 13.81 | 115% |
| Returns for 5 years | 10.87 | 25.09 | 43% |
| Returns for 10 years | 6.74 | 58.03 | 12% |
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