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JSRAX vs PBRAX
JSRAX vs PBRAX Comparison Chart in %
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JSRAX vs. PBRAX 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 JSRAX is a Hold and PBRAX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.12B vs. PBRAX (662M). JSRAX pays higher dividends than PBRAX: JSRAX (3.45) vs PBRAX (2.77). JSRAX was incepted earlier than PBRAX: JSRAX (19 years) vs PBRAX (11 years). PBRAX (1.17) is less costly to investors than JSRAX (0.90). PBRAX is a more actively managed with annual turnover of: 27.00 vs. JSRAX (19.00). PBRAX initial investment is less costly to investors than JSRAX (5%) vs JSRAX (5%). JSRAX has a lower initial minimum investment than PBRAX: JSRAX (500) vs PBRAX (1000). JSRAX annual gain was more profitable for investors over the last year : 9.26 vs. PBRAX (8.24). PBRAX return over 5 years is better than : 18.24 vs. JSRAX (10.06).
| JSRAX | PBRAX | JSRAX / PBRAX | |
| Total Expense Ratio | 0.69 | 1.16 | 59% |
| Annual Report Gross Expense Ratio | 0.90 | 1.17 | 77% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 7.255 | 7.593 | 96% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 662M | 321% |
| Annual Yield % from dividends | 3.45 | 2.77 | 124% |
| Returns for 1 year | 9.26 | 8.24 | 112% |
| Returns for 3 years | 20.07 | 16.47 | 122% |
| Returns for 5 years | 10.06 | 18.24 | 55% |
| Returns for 10 years | 17.85 | 62.19 | 29% |
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