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JSIZX vs SSFNX
JSIZX vs SSFNX Comparison Chart in %
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JSIZX vs. SSFNX commentary
Jul 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 SSFNX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. SSFNX (1.5B). SSFNX pays higher dividends than JSIZX: SSFNX (3.58) vs JSIZX (3.07). JSIZX was incepted earlier than SSFNX: JSIZX (17 years) vs SSFNX (11 years). JSIZX (1.13) is less costly to investors than SSFNX (0.46). JSIZX is a more actively managed with annual turnover of: 19.00 vs. SSFNX (17.00). JSIZX (0) and SSFNX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 7.65 vs. SSFNX (6.12). SSFNX return over 5 years is better than : 14.88 vs. JSIZX (9.61).
| JSIZX | SSFNX | JSIZX / SSFNX | |
| Total Expense Ratio | 1.09 | 0.29 | 376% |
| Annual Report Gross Expense Ratio | 1.13 | 0.46 | 246% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 5.701 | 5.337 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 1.5B | 141% |
| Annual Yield % from dividends | 3.07 | 3.58 | 86% |
| Returns for 1 year | 7.65 | 6.12 | 125% |
| Returns for 3 years | 22.47 | 16.39 | 137% |
| Returns for 5 years | 9.61 | 14.88 | 65% |
| Returns for 10 years | 12.12 | 42.01 | 29% |
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