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JSIIX vs LIRKX
JSIIX vs LIRKX Comparison Chart in %
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JSIIX vs. LIRKX commentary
Jul 11, 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 Hold and LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.3B vs. JSIIX (2.13B). JSIIX pays higher dividends than LIRKX: JSIIX (3.69) vs LIRKX (2.78). JSIIX was incepted earlier than LIRKX: JSIIX (19 years) vs LIRKX (14 years). JSIIX (0.48) is less costly to investors than LIRKX (0.12). 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 (8.30) and JSIIX (8.28) have marching annual gain over last year. LIRKX return over 5 years is better than : 23.78 vs. JSIIX (13.61).
| JSIIX | LIRKX | JSIIX / LIRKX | |
| Total Expense Ratio | 0.44 | 0.09 | 489% |
| Annual Report Gross Expense Ratio | 0.48 | 0.12 | 400% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 6.502 | 6.395 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.3B | 16% |
| Annual Yield % from dividends | 3.69 | 2.78 | 133% |
| Returns for 1 year | 8.28 | 8.30 | 100% |
| Returns for 3 years | 25.65 | 24.92 | 103% |
| Returns for 5 years | 13.61 | 23.78 | 57% |
| Returns for 10 years | 19.23 | 59.19 | 32% |