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JSIZX vs LPRRX
JSIZX vs LPRRX Comparison Chart in %
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JSIZX vs. LPRRX 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 LPRRX is a Buy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. LPRRX (498M). LPRRX pays higher dividends than JSIZX: LPRRX (3.90) vs JSIZX (3.00). JSIZX was incepted earlier than LPRRX: JSIZX (17 years) vs LPRRX (15 years). LPRRX (1.24) is less costly to investors than JSIZX (1.13). LPRRX is a more actively managed with annual turnover of: 23.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than LPRRX: JSIZX (0) vs LPRRX (100). JSIZX annual gain was more profitable for investors over the last year : 9.09 vs. LPRRX (7.67). JSIZX return over 5 years is better than : 9.46 vs. LPRRX (-1.49).
| JSIZX | LPRRX | JSIZX / LPRRX | |
| Total Expense Ratio | 1.09 | 1.04 | 105% |
| Annual Report Gross Expense Ratio | 1.13 | 1.24 | 91% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 8.781 | 8.372 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 498M | 428% |
| Annual Yield % from dividends | 3.00 | 3.90 | 77% |
| Returns for 1 year | 9.09 | 7.67 | 118% |
| Returns for 3 years | 24.55 | 15.11 | 163% |
| Returns for 5 years | 9.46 | -1.49 | -634% |
| Returns for 10 years | 18.21 | 11.47 | 159% |
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