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JSIYX vs LIRIX
JSIYX vs LIRIX Comparison Chart in %
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JSIYX vs. LIRIX 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 JSIYX is a Hold and LIRIX is a Hold.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.2B vs. JSIYX (2.1B). JSIYX pays higher dividends than LIRIX: JSIYX (3.61) vs LIRIX (0.81). JSIYX was incepted earlier than LIRIX: JSIYX (11 years) vs LIRIX (14 years). JSIYX (0.38) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. JSIYX (12.00). LIRIX has a lower initial minimum investment than JSIYX: LIRIX (2000000) vs JSIYX (15000000). LIRIX (9.69) and JSIYX (9.51) have marching annual gain over last year. LIRIX return over 5 years is better than : 20.69 vs. JSIYX (10.58).
| JSIYX | LIRIX | JSIYX / LIRIX | |
| Total Expense Ratio | 0.34 | 0.14 | 243% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.345 | 10.530 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 2000000 | 750% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.2B | 16% |
| Annual Yield % from dividends | 3.61 | 0.81 | 447% |
| Returns for 1 year | 9.51 | 9.69 | 98% |
| Returns for 3 years | 30.32 | 31.49 | 96% |
| Returns for 5 years | 10.58 | 20.69 | 51% |
| Returns for 10 years | 26.43 | 65.98 | 40% |
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