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JIJSX vs LIRKX
JIJSX vs LIRKX Comparison Chart
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JIJSX vs. LIRKX commentary
May 23, 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 JIJSX is a Hold and LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. JIJSX (1.56B). JIJSX pays higher dividends than LIRKX: JIJSX (3.11) vs LIRKX (2.91). JIJSX was incepted earlier than LIRKX: JIJSX (13 years) vs LIRKX (14 years). JIJSX (0.64) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. JIJSX (33.00). JIJSX has a lower initial minimum investment than LIRKX: JIJSX (1000000) vs LIRKX (5000000). JIJSX (7.29) and LIRKX (7.02) have marching annual gain over last year. LIRKX return over 5 years is better than : 24.82 vs. JIJSX (21.73).
| JIJSX | LIRKX | JIJSX / LIRKX | |
| Total Expense Ratio | 0.42 | 0.09 | 467% |
| Annual Report Gross Expense Ratio | 0.64 | 0.12 | 533% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.584 | 2.616 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 13.2B | 12% |
| Annual Yield % from dividends | 3.11 | 2.91 | 107% |
| Returns for 1 year | 7.29 | 7.02 | 104% |
| Returns for 3 years | 19.51 | 17.53 | 111% |
| Returns for 5 years | 21.73 | 24.82 | 88% |
| Returns for 10 years | 39.12 | 50.92 | 77% |
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