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JSIZX vs VRRFX
JSIZX vs VRRFX Comparison Chart
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JSIZX vs. VRRFX commentary
Jun 07, 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: 2.11B vs. VRRFX (105M). JSIZX pays higher dividends than VRRFX: JSIZX (3.15) vs VRRFX (1.81). 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. VRRFX (6.50) and JSIZX (6.48) have marching annual gain over last year. JSIZX (7.76) and VRRFX (7.65) have equivalent 5 years return.
| 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 | 3.539 | 3.356 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 105M | 2,010% |
| Annual Yield % from dividends | 3.15 | 1.81 | 174% |
| Returns for 1 year | 6.48 | 6.50 | 100% |
| Returns for 3 years | 15.34 | 13.72 | 112% |
| Returns for 5 years | 7.76 | 7.65 | 101% |
| Returns for 10 years | 9.76 | N/A | - |
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