Ad is loading...
JIRBX vs LIRKX
JIRBX vs LIRKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIRBX vs. LIRKX commentary
Apr 29, 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 JIRBX is a Hold and LIRKX is a Buy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. JIRBX (706M). LIRKX (2.92) and JIRBX (2.82) have matching dividends . JIRBX was incepted earlier than LIRKX: JIRBX (13 years) vs LIRKX (14 years). JIRBX (2.44) is less costly to investors than LIRKX (0.13). JIRBX is a more actively managed with annual turnover of: 33.00 vs. LIRKX (5.00). JIRBX has a lower initial minimum investment than LIRKX: JIRBX (0) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 8.45 vs. JIRBX (7.73). LIRKX return over 5 years is better than : 23.23 vs. JIRBX (17.79).
| JIRBX | LIRKX | JIRBX / LIRKX | |
| Total Expense Ratio | 0.92 | 0.09 | 1,022% |
| Annual Report Gross Expense Ratio | 2.44 | 0.13 | 1,877% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 0.771 | 1.308 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 13.2B | 5% |
| Annual Yield % from dividends | 2.82 | 2.92 | 96% |
| Returns for 1 year | 7.73 | 8.45 | 91% |
| Returns for 3 years | 14.12 | 14.44 | 98% |
| Returns for 5 years | 17.79 | 23.23 | 77% |
| Returns for 10 years | 30.79 | 49.12 | 63% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers