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JSIZX vs LERKX
JSIZX vs LERKX Comparison Chart
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JSIZX vs. LERKX commentary
Apr 30, 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: 2.09B vs. LERKX (7.13M). JSIZX pays higher dividends than LERKX: JSIZX (3.22) vs LERKX (2.69). 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 annual gain was more profitable for investors over the last year : 7.44 vs. JSIZX (6.78).
| 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 | 0.786 | 1.172 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 7.13M | 29,248% |
| Annual Yield % from dividends | 3.22 | 2.69 | 120% |
| Returns for 1 year | 6.78 | 7.44 | 91% |
| Returns for 3 years | 12.20 | 14.54 | 84% |
| Returns for 5 years | 10.36 | N/A | - |
| Returns for 10 years | 5.59 | N/A | - |
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