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JSRCX vs LIRAX
JSRCX vs LIRAX Comparison Chart in %
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JSRCX vs. LIRAX commentary
Jul 11, 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: 13.3B vs. JSRCX (2.13B). JSRCX (2.56) and LIRAX (2.48) 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 : 8.06 vs. JSRCX (7.33). LIRAX return over 5 years is better than : 22.00 vs. JSRCX (8.95).
| 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 | 6.005 | 6.250 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.3B | 16% |
| Annual Yield % from dividends | 2.56 | 2.48 | 103% |
| Returns for 1 year | 7.33 | 8.06 | 91% |
| Returns for 3 years | 22.71 | 23.88 | 95% |
| Returns for 5 years | 8.95 | 22.00 | 41% |
| Returns for 10 years | 9.64 | 54.91 | 18% |
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