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JSIZX vs LERKX
JSIZX vs LERKX Comparison Chart in %
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JSIZX vs. LERKX commentary
Sep 09, 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 LERKX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. LERKX (13.7M). JSIZX pays higher dividends than LERKX: JSIZX (3.00) vs LERKX (2.50). JSIZX was incepted earlier than LERKX: JSIZX (17 years) vs LERKX (5 years). JSIZX (1.13) is less costly to investors than LERKX (0.94). JSIZX is a more actively managed with annual turnover of: 19.00 vs. LERKX (11.00). JSIZX has a lower initial minimum investment than LERKX: JSIZX (0) vs LERKX (5000000). JSIZX (9.09) and LERKX (8.90) have marching annual gain over last year. LERKX return over 5 years is better than : 24.10 vs. JSIZX (9.46).
| JSIZX | LERKX | JSIZX / LERKX | |
| Total Expense Ratio | 1.09 | 0.20 | 545% |
| Annual Report Gross Expense Ratio | 1.13 | 0.94 | 120% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 8.781 | 9.277 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.7M | 15,569% |
| Annual Yield % from dividends | 3.00 | 2.50 | 120% |
| Returns for 1 year | 9.09 | 8.90 | 102% |
| Returns for 3 years | 24.55 | 27.30 | 90% |
| Returns for 5 years | 9.46 | 24.10 | 39% |
| Returns for 10 years | 18.21 | N/A | - |
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