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JSRAX vs LERKX
JSRAX vs LERKX Comparison Chart in %
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JSRAX vs. LERKX commentary
Nov 21, 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: 2.1B vs. LERKX (14.1M). JSRAX pays higher dividends than LERKX: JSRAX (3.30) vs LERKX (0.91). JSRAX was incepted earlier than LERKX: JSRAX (20 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: 12.00 vs. LERKX (11.00). JSRAX has a lower initial minimum investment than LERKX: JSRAX (500) vs LERKX (5000000). JSRAX (9.24) and LERKX (9.12) have marching annual gain over last year. LERKX return over 5 years is better than : 21.24 vs. JSRAX (8.76).
| JSRAX | LERKX | JSRAX / LERKX | |
| Total Expense Ratio | 0.69 | 0.20 | 345% |
| Annual Report Gross Expense Ratio | 0.90 | 0.94 | 96% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 10.065 | 10.449 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 14.1M | 14,901% |
| Annual Yield % from dividends | 3.30 | 0.91 | 363% |
| Returns for 1 year | 9.24 | 9.12 | 101% |
| Returns for 3 years | 29.38 | 31.43 | 93% |
| Returns for 5 years | 8.76 | 21.24 | 41% |
| Returns for 10 years | 22.64 | N/A | - |
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