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JSIIX vs LIRPX
JSIIX vs LIRPX Comparison Chart in %
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JSIIX vs. LIRPX commentary
Nov 20, 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. JSIIX (2.1B). JSIIX pays higher dividends than LIRPX: JSIIX (3.52) vs LIRPX (0.76). JSIIX was incepted earlier than LIRPX: JSIIX (20 years) vs LIRPX (7 years). JSIIX (0.48) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. JSIIX (12.00). JSIIX has a lower initial minimum investment than LIRPX: JSIIX (0) vs LIRPX (1000). LIRPX (9.50) and JSIIX (9.40) have marching annual gain over last year. LIRPX return over 5 years is better than : 19.28 vs. JSIIX (10.10).
| JSIIX | LIRPX | JSIIX / LIRPX | |
| Total Expense Ratio | 0.44 | 0.39 | 113% |
| Annual Report Gross Expense Ratio | 0.48 | 0.42 | 114% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 10.273 | 10.335 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.2B | 16% |
| Annual Yield % from dividends | 3.52 | 0.76 | 465% |
| Returns for 1 year | 9.40 | 9.50 | 99% |
| Returns for 3 years | 30.01 | 30.56 | 98% |
| Returns for 5 years | 10.10 | 19.28 | 52% |
| Returns for 10 years | 25.32 | N/A | - |
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