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JSRCX vs LIRAX
JSRCX vs LIRAX Comparison Chart
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JSRCX vs. LIRAX commentary
Jun 16, 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 JSRCX is a Hold and LIRAX is a Hold.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.4B vs. JSRCX (2.11B). JSRCX (2.63) and LIRAX (2.56) have matching dividends . JSRCX was incepted earlier than LIRAX: JSRCX (19 years) vs LIRAX (14 years). JSRCX (1.41) is less costly to investors than LIRAX (0.42). LIRAX is a more actively managed with annual turnover of: 39.00 vs. JSRCX (19.00). JSRCX has a lower initial minimum investment than LIRAX: JSRCX (500) vs LIRAX (1000). LIRAX annual gain was more profitable for investors over the last year : 7.33 vs. JSRCX (6.25). LIRAX return over 5 years is better than : 22.25 vs. JSRCX (8.67).
| JSRCX | LIRAX | JSRCX / LIRAX | |
| Total Expense Ratio | 1.32 | 0.39 | 338% |
| Annual Report Gross Expense Ratio | 1.41 | 0.42 | 336% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 3.721 | 4.142 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 13.4B | 16% |
| Annual Yield % from dividends | 2.63 | 2.56 | 103% |
| Returns for 1 year | 6.25 | 7.33 | 85% |
| Returns for 3 years | 21.71 | 24.09 | 90% |
| Returns for 5 years | 8.67 | 22.25 | 39% |
| Returns for 10 years | 7.07 | 50.74 | 14% |
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