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JSIZX vs VSZJX
JSIZX vs VSZJX Comparison Chart in %
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JSIZX vs. VSZJX commentary
Aug 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 Hold and VSZJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. VSZJX (562M). JSIZX pays higher dividends than VSZJX: JSIZX (3.06) vs VSZJX (2.82). JSIZX was incepted earlier than VSZJX: JSIZX (17 years) vs VSZJX (10 years). JSIZX (1.13) is less costly to investors than VSZJX (0.42). VSZJX is a more actively managed with annual turnover of: 28.00 vs. JSIZX (19.00). JSIZX (0) and VSZJX (0) have matching initial minimum investment requirements. VSZJX annual gain was more profitable for investors over the last year : 7.97 vs. JSIZX (7.56). JSIZX return over 5 years is better than : 8.17 vs. VSZJX (6.34).
| JSIZX | VSZJX | JSIZX / VSZJX | |
| Total Expense Ratio | 1.09 | 0.16 | 681% |
| Annual Report Gross Expense Ratio | 1.13 | 0.42 | 269% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 6.160 | 6.337 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 562M | 376% |
| Annual Yield % from dividends | 3.06 | 2.82 | 108% |
| Returns for 1 year | 7.56 | 7.97 | 95% |
| Returns for 3 years | 19.72 | 9.10 | 217% |
| Returns for 5 years | 8.17 | 6.34 | 129% |
| Returns for 10 years | 12.23 | 32.76 | 37% |
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