Ad is loading...
JSIZX vs SSFOX
JSIZX vs SSFOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSIZX vs. SSFOX commentary
May 03, 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 SSFOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. SSFOX (1.47B). SSFOX pays higher dividends than JSIZX: SSFOX (3.82) vs JSIZX (3.22). JSIZX was incepted earlier than SSFOX: JSIZX (17 years) vs SSFOX (11 years). JSIZX (1.13) is less costly to investors than SSFOX (0.26). JSIZX is a more actively managed with annual turnover of: 19.00 vs. SSFOX (17.00). JSIZX (0) and SSFOX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 7.20 vs. SSFOX (6.20). SSFOX return over 5 years is better than : 19.36 vs. JSIZX (11.65).
| JSIZX | SSFOX | JSIZX / SSFOX | |
| Total Expense Ratio | 1.09 | 0.09 | 1,211% |
| Annual Report Gross Expense Ratio | 1.13 | 0.26 | 435% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 1.180 | 1.767 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.47B | 142% |
| Annual Yield % from dividends | 3.22 | 3.82 | 84% |
| Returns for 1 year | 7.20 | 6.20 | 116% |
| Returns for 3 years | 12.63 | 9.11 | 139% |
| Returns for 5 years | 11.65 | 19.36 | 60% |
| Returns for 10 years | 6.65 | 37.58 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WRGCX | 6.09 | 0.14 | +2.35% |
| Macquarie Small Cap Growth C | |||
| FCWGX | 65.28 | 1.22 | +1.90% |
| American Funds Capital World Gr&Inc529F2 | |||
| RRSRX | 29.77 | 0.35 | +1.19% |
| Russell Inv Global Real Estate Secs R6 | |||
| LCISX | 24.56 | N/A | N/A |
| ClearBridge Sustainability Leaders I | |||
| FRVLX | 50.23 | N/A | N/A |
| Franklin Small Cap Value A | |||