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JSIZX vs LERIX
JSIZX vs LERIX Comparison Chart in %
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JSIZX vs. LERIX commentary
Sep 08, 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: 2.13B vs. LERIX (13.7M). JSIZX pays higher dividends than LERIX: JSIZX (3.00) vs LERIX (2.46). 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). JSIZX (8.47) and LERIX (8.14) have marching annual gain over last year. LERIX return over 5 years is better than : 23.58 vs. JSIZX (9.40).
| 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 | 8.781 | 9.180 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.7M | 15,569% |
| Annual Yield % from dividends | 3.00 | 2.46 | 122% |
| Returns for 1 year | 8.47 | 8.14 | 104% |
| Returns for 3 years | 26.58 | 29.35 | 91% |
| Returns for 5 years | 9.40 | 23.58 | 40% |
| Returns for 10 years | 18.35 | N/A | - |
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