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JSIYX vs LIRPX
JSIYX vs LIRPX Comparison Chart
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JSIYX vs. LIRPX commentary
Jun 16, 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.4B vs. JSIYX (2.11B). JSIYX pays higher dividends than LIRPX: JSIYX (3.90) vs LIRPX (2.58). 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). LIRPX (7.35) and JSIYX (7.31) have marching annual gain over last year. LIRPX return over 5 years is better than : 22.22 vs. JSIYX (13.89).
| 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 | 4.164 | 4.148 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 13.4B | 16% |
| Annual Yield % from dividends | 3.90 | 2.58 | 151% |
| Returns for 1 year | 7.31 | 7.35 | 99% |
| Returns for 3 years | 25.02 | 24.04 | 104% |
| Returns for 5 years | 13.89 | 22.22 | 63% |
| Returns for 10 years | 17.36 | N/A | - |
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