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JSIIX vs LIRKX
JSIIX vs LIRKX Comparison Chart
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JSIIX vs. LIRKX commentary
May 03, 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 LIRKX is a Buy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. JSIIX (2.09B). JSIIX pays higher dividends than LIRKX: JSIIX (3.87) vs LIRKX (2.91). JSIIX was incepted earlier than LIRKX: JSIIX (19 years) vs LIRKX (14 years). JSIIX (0.48) is less costly to investors than LIRKX (0.13). LIRKX is a more actively managed with annual turnover of: 39.00 vs. JSIIX (19.00). JSIIX has a lower initial minimum investment than LIRKX: JSIIX (0) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 8.58 vs. JSIIX (7.86). LIRKX return over 5 years is better than : 26.32 vs. JSIIX (15.27).
| JSIIX | LIRKX | JSIIX / LIRKX | |
| Total Expense Ratio | 0.44 | 0.09 | 489% |
| Annual Report Gross Expense Ratio | 0.48 | 0.13 | 369% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 1.365 | 1.817 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 13.2B | 16% |
| Annual Yield % from dividends | 3.87 | 2.91 | 133% |
| Returns for 1 year | 7.86 | 8.58 | 92% |
| Returns for 3 years | 14.70 | 14.93 | 98% |
| Returns for 5 years | 15.27 | 26.32 | 58% |
| Returns for 10 years | 13.20 | 50.78 | 26% |
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