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JSIZX vs VRRFX
JSIZX vs VRRFX Comparison Chart in %
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JSIZX vs. VRRFX commentary
Aug 06, 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 VRRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. VRRFX (105M). JSIZX pays higher dividends than VRRFX: JSIZX (3.06) vs VRRFX (1.76). JSIZX was incepted earlier than VRRFX: JSIZX (17 years) vs VRRFX (7 years). JSIZX (1.13) is less costly to investors than VRRFX (0.97). VRRFX is a more actively managed with annual turnover of: 67.00 vs. JSIZX (19.00). JSIZX (0) and VRRFX (0) have matching initial minimum investment requirements. JSIZX (7.77) and VRRFX (7.40) have marching annual gain over last year. JSIZX return over 5 years is better than : 7.27 vs. VRRFX (6.78).
| JSIZX | VRRFX | JSIZX / VRRFX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.13 | 0.97 | 116% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 6.160 | 6.040 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 105M | 2,023% |
| Annual Yield % from dividends | 3.06 | 1.76 | 174% |
| Returns for 1 year | 7.77 | 7.40 | 105% |
| Returns for 3 years | 19.31 | 17.37 | 111% |
| Returns for 5 years | 7.27 | 6.78 | 107% |
| Returns for 10 years | 12.42 | N/A | - |