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JSRAX vs LERKX
JSRAX vs LERKX Comparison Chart
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JSRAX 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 JSRAX is a Sell and LERKX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.1B vs. LERKX (7.09M). JSRAX pays higher dividends than LERKX: JSRAX (3.63) vs LERKX (2.68). JSRAX was incepted earlier than LERKX: JSRAX (19 years) vs LERKX (5 years). LERKX (0.94) and JSRAX (0.90) have similar cost to investors . JSRAX is a more actively managed with annual turnover of: 19.00 vs. LERKX (11.00). JSRAX has a lower initial minimum investment than LERKX: JSRAX (500) vs LERKX (5000000). JSRAX (6.38) and LERKX (6.22) have marching annual gain over last year.
| JSRAX | LERKX | JSRAX / LERKX | |
| Total Expense Ratio | 0.69 | 0.20 | 345% |
| Annual Report Gross Expense Ratio | 0.90 | 0.94 | 96% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 2.418 | 2.344 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 7.09M | 29,633% |
| Annual Yield % from dividends | 3.63 | 2.68 | 136% |
| Returns for 1 year | 6.38 | 6.22 | 103% |
| Returns for 3 years | 17.17 | 17.30 | 99% |
| Returns for 5 years | 13.17 | N/A | - |
| Returns for 10 years | 10.89 | N/A | - |
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