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JSRAX vs LERKX
JSRAX vs LERKX Comparison Chart in %
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JSRAX 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 JSRAX is a Hold and LERKX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.13B vs. LERKX (13.7M). JSRAX pays higher dividends than LERKX: JSRAX (3.38) vs LERKX (2.50). 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 annual gain was more profitable for investors over the last year : 9.57 vs. LERKX (8.90). LERKX return over 5 years is better than : 24.10 vs. JSRAX (11.74).
| 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 | 9.150 | 9.277 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.7M | 15,569% |
| Annual Yield % from dividends | 3.38 | 2.50 | 135% |
| Returns for 1 year | 9.57 | 8.90 | 107% |
| Returns for 3 years | 25.99 | 27.30 | 95% |
| Returns for 5 years | 11.74 | 24.10 | 49% |
| Returns for 10 years | 22.86 | N/A | - |
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