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JSRAX vs LERKX
JSRAX vs LERKX Comparison Chart
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JSRAX 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 JSRAX is a Sell and LERKX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.09B vs. LERKX (7.13M). JSRAX pays higher dividends than LERKX: JSRAX (3.63) vs LERKX (2.69). 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 (7.48) and LERKX (7.44) 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 | 1.176 | 1.172 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 7.13M | 29,248% |
| Annual Yield % from dividends | 3.63 | 2.69 | 135% |
| Returns for 1 year | 7.48 | 7.44 | 101% |
| Returns for 3 years | 13.72 | 14.54 | 94% |
| Returns for 5 years | 12.87 | N/A | - |
| Returns for 10 years | 9.92 | N/A | - |
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