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JSIZX vs VTRVX
JSIZX vs VTRVX Comparison Chart in %
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JSIZX vs. VTRVX commentary
Aug 13, 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 VTRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. VTRVX (108M). JSIZX pays higher dividends than VTRVX: JSIZX (3.06) vs VTRVX (2.08). JSIZX was incepted earlier than VTRVX: JSIZX (17 years) vs VTRVX (10 years). JSIZX (1.13) is less costly to investors than VTRVX (0.72). VTRVX is a more actively managed with annual turnover of: 67.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than VTRVX: JSIZX (0) vs VTRVX (1000). JSIZX (8.84) and VTRVX (8.76) have marching annual gain over last year. VTRVX return over 5 years is better than : 9.19 vs. JSIZX (7.81).
| JSIZX | VTRVX | JSIZX / VTRVX | |
| Total Expense Ratio | 1.09 | 0.65 | 168% |
| Annual Report Gross Expense Ratio | 1.13 | 0.72 | 157% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 6.946 | 7.021 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 108M | 1,965% |
| Annual Yield % from dividends | 3.06 | 2.08 | 147% |
| Returns for 1 year | 8.84 | 8.76 | 101% |
| Returns for 3 years | 18.73 | 17.69 | 106% |
| Returns for 5 years | 7.81 | 9.19 | 85% |
| Returns for 10 years | 13.38 | N/A | - |
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