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JSIZX vs LERIX
JSIZX vs LERIX Comparison Chart
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JSIZX vs. LERIX commentary
May 25, 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 Sell and LERIX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. LERIX (7.14M). JSIZX pays higher dividends than LERIX: JSIZX (3.22) vs LERIX (2.63). 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: 19.00 vs. LERIX (11.00). JSIZX has a lower initial minimum investment than LERIX: JSIZX (0) vs LERIX (2000000). LERIX annual gain was more profitable for investors over the last year : 6.90 vs. JSIZX (6.45).
| 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 | 2.228 | 2.441 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 7.14M | 29,406% |
| Annual Yield % from dividends | 3.22 | 2.63 | 122% |
| Returns for 1 year | 6.45 | 6.90 | 93% |
| Returns for 3 years | 16.00 | 17.00 | 94% |
| Returns for 5 years | 10.87 | N/A | - |
| Returns for 10 years | 7.10 | N/A | - |
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