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JSIZX vs LERIX
JSIZX vs LERIX Comparison Chart in %
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JSIZX vs. LERIX commentary
Nov 21, 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 JSIZX is a Hold and LERIX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. LERIX (14.1M). JSIZX pays higher dividends than LERIX: JSIZX (2.93) vs LERIX (0.90). JSIZX was incepted earlier than LERIX: JSIZX (17 years) vs LERIX (5 years). JSIZX (1.13) is less costly to investors than LERIX (0.99). JSIZX is a more actively managed with annual turnover of: 12.00 vs. LERIX (11.00). JSIZX has a lower initial minimum investment than LERIX: JSIZX (0) vs LERIX (2000000). LERIX (9.10) and JSIZX (8.77) have marching annual gain over last year. LERIX return over 5 years is better than : 20.98 vs. JSIZX (6.60).
| JSIZX | LERIX | JSIZX / LERIX | |
| Total Expense Ratio | 1.09 | 0.25 | 436% |
| Annual Report Gross Expense Ratio | 1.13 | 0.99 | 114% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 9.633 | 10.449 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 14.1M | 14,901% |
| Annual Yield % from dividends | 2.93 | 0.90 | 326% |
| Returns for 1 year | 8.77 | 9.10 | 96% |
| Returns for 3 years | 27.93 | 31.27 | 89% |
| Returns for 5 years | 6.60 | 20.98 | 31% |
| Returns for 10 years | 17.93 | N/A | - |
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