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JSIPX vs LIRPX
JSIPX vs LIRPX Comparison Chart
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JSIPX vs. LIRPX 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 JSIPX is a Sell and LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. JSIPX (2.1B). JSIPX pays higher dividends than LIRPX: JSIPX (3.41) vs LIRPX (2.62). JSIPX was incepted earlier than LIRPX: JSIPX (9 years) vs LIRPX (7 years). JSIPX (0.90) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. JSIPX (19.00). JSIPX has a lower initial minimum investment than LIRPX: JSIPX (0) vs LIRPX (1000). LIRPX annual gain was more profitable for investors over the last year : 6.64 vs. JSIPX (6.23). LIRPX return over 5 years is better than : 22.99 vs. JSIPX (12.31).
| JSIPX | LIRPX | JSIPX / LIRPX | |
| Total Expense Ratio | 0.84 | 0.39 | 215% |
| Annual Report Gross Expense Ratio | 0.90 | 0.42 | 214% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.358 | 2.475 | 95% |
| 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 | 3.41 | 2.62 | 130% |
| Returns for 1 year | 6.23 | 6.64 | 94% |
| Returns for 3 years | 16.81 | 16.40 | 102% |
| Returns for 5 years | 12.31 | 22.99 | 54% |
| Returns for 10 years | N/A | N/A | - |
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