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JSIZX vs POMGX
JSIZX vs POMGX Comparison Chart in %
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JSIZX vs. POMGX commentary
Jul 19, 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 POMGX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. POMGX (23.5M). POMGX pays higher dividends than JSIZX: POMGX (4.16) vs JSIZX (3.07). JSIZX was incepted earlier than POMGX: JSIZX (17 years) vs POMGX (5 years). POMGX (1.90) is less costly to investors than JSIZX (1.13). POMGX is a more actively managed with annual turnover of: 32.00 vs. JSIZX (19.00). JSIZX (0) and POMGX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 6.88 vs. POMGX (6.09).
| JSIZX | POMGX | JSIZX / POMGX | |
| Total Expense Ratio | 1.09 | 0.80 | 136% |
| Annual Report Gross Expense Ratio | 1.13 | 1.90 | 59% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 6.029 | 4.123 | 146% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 23.5M | 9,021% |
| Annual Yield % from dividends | 3.07 | 4.16 | 74% |
| Returns for 1 year | 6.88 | 6.09 | 113% |
| Returns for 3 years | 23.20 | 23.00 | 101% |
| Returns for 5 years | 8.95 | N/A | - |
| Returns for 10 years | 11.52 | N/A | - |
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