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JSIYX vs LIRPX
JSIYX vs LIRPX Comparison Chart
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JSIYX vs. LIRPX commentary
May 22, 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 Sell and LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.4B vs. JSIYX (2.12B). JSIYX pays higher dividends than LIRPX: JSIYX (3.98) vs LIRPX (2.62). JSIYX was incepted earlier than LIRPX: JSIYX (11 years) vs LIRPX (7 years). LIRPX (0.42) is less costly to investors than JSIYX (0.38). LIRPX is a more actively managed with annual turnover of: 39.00 vs. JSIYX (19.00). LIRPX has a lower initial minimum investment than JSIYX: LIRPX (1000) vs JSIYX (15000000). JSIYX (7.47) and LIRPX (7.31) have marching annual gain over last year. LIRPX return over 5 years is better than : 24.04 vs. JSIYX (16.12).
| JSIYX | LIRPX | JSIYX / LIRPX | |
| Total Expense Ratio | 0.34 | 0.39 | 87% |
| Annual Report Gross Expense Ratio | 0.38 | 0.42 | 90% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 3.448 | 3.348 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 13.4B | 16% |
| Annual Yield % from dividends | 3.98 | 2.62 | 152% |
| Returns for 1 year | 7.47 | 7.31 | 102% |
| Returns for 3 years | 19.91 | 17.85 | 112% |
| Returns for 5 years | 16.12 | 24.04 | 67% |
| Returns for 10 years | 15.39 | N/A | - |
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