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JSIIX vs LIRIX
JSIIX vs LIRIX Comparison Chart
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JSIIX vs. LIRIX commentary
May 24, 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 JSIIX is a Sell and LIRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. JSIIX (2.1B). JSIIX pays higher dividends than LIRIX: JSIIX (3.87) vs LIRIX (2.87). JSIIX was incepted earlier than LIRIX: JSIIX (19 years) vs LIRIX (14 years). JSIIX (0.48) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. JSIIX (19.00). JSIIX has a lower initial minimum investment than LIRIX: JSIIX (0) vs LIRIX (2000000). LIRIX (7.59) and JSIIX (7.24) have marching annual gain over last year. LIRIX return over 5 years is better than : 24.60 vs. JSIIX (14.68).
| JSIIX | LIRIX | JSIIX / LIRIX | |
| Total Expense Ratio | 0.44 | 0.14 | 314% |
| Annual Report Gross Expense Ratio | 0.48 | 0.17 | 282% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 2.601 | 2.614 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.3B | 16% |
| Annual Yield % from dividends | 3.87 | 2.87 | 135% |
| Returns for 1 year | 7.24 | 7.59 | 95% |
| Returns for 3 years | 18.24 | 17.26 | 106% |
| Returns for 5 years | 14.68 | 24.60 | 60% |
| Returns for 10 years | 13.87 | 50.71 | 27% |
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