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JSIYX vs LIRPX
JSIYX vs LIRPX Comparison Chart in %
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JSIYX vs. LIRPX commentary
Aug 10, 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: 13.3B vs. JSIYX (2.13B). JSIYX pays higher dividends than LIRPX: JSIYX (3.78) vs LIRPX (2.49). 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 (10.16) and LIRPX (9.66) have marching annual gain over last year. LIRPX return over 5 years is better than : 20.04 vs. JSIYX (12.06).
| 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 | 7.547 | 7.351 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.3B | 16% |
| Annual Yield % from dividends | 3.78 | 2.49 | 152% |
| Returns for 1 year | 10.16 | 9.66 | 105% |
| Returns for 3 years | 22.98 | 20.97 | 110% |
| Returns for 5 years | 12.06 | 20.04 | 60% |
| Returns for 10 years | 21.46 | N/A | - |
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