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JSIZX vs VTRWX
JSIZX vs VTRWX Comparison Chart
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JSIZX vs. VTRWX commentary
Apr 30, 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 VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. VTRWX (104M). JSIZX pays higher dividends than VTRWX: JSIZX (3.22) vs VTRWX (2.38). JSIZX was incepted earlier than VTRWX: JSIZX (17 years) vs VTRWX (9 years). JSIZX (1.13) is less costly to investors than VTRWX (0.35). VTRWX is a more actively managed with annual turnover of: 67.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than VTRWX: JSIZX (0) vs VTRWX (1000000). VTRWX annual gain was more profitable for investors over the last year : 7.55 vs. JSIZX (6.78). VTRWX return over 5 years is better than : 13.05 vs. JSIZX (10.36).
| JSIZX | VTRWX | JSIZX / VTRWX | |
| Total Expense Ratio | 1.09 | 0.25 | 436% |
| Annual Report Gross Expense Ratio | 1.13 | 0.35 | 323% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 0.786 | 1.044 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 104M | 2,006% |
| Annual Yield % from dividends | 3.22 | 2.38 | 135% |
| Returns for 1 year | 6.78 | 7.55 | 90% |
| Returns for 3 years | 12.20 | 12.83 | 95% |
| Returns for 5 years | 10.36 | 13.05 | 79% |
| Returns for 10 years | 5.59 | N/A | - |
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