Interact to see
Advertisement
Advertisement
JSIZX vs LERKX
JSIZX vs LERKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSIZX vs. LERKX commentary
May 23, 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 LERKX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. LERKX (7.09M). JSIZX pays higher dividends than LERKX: JSIZX (3.22) vs LERKX (2.68). 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). LERKX (6.22) and JSIZX (5.96) have marching annual gain over last year.
| 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 | 2.228 | 2.344 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 7.09M | 29,633% |
| Annual Yield % from dividends | 3.22 | 2.68 | 120% |
| Returns for 1 year | 5.96 | 6.22 | 96% |
| Returns for 3 years | 15.84 | 17.30 | 92% |
| Returns for 5 years | 10.87 | N/A | - |
| Returns for 10 years | 6.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement