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JSRCX vs LIRIX
JSRCX vs LIRIX Comparison Chart
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JSRCX vs. LIRIX commentary
May 24, 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 Sell and LIRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. JSRCX (2.1B). LIRIX pays higher dividends than JSRCX: LIRIX (2.87) vs JSRCX (2.69). JSRCX was incepted earlier than LIRIX: JSRCX (19 years) vs LIRIX (14 years). JSRCX (1.41) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. JSRCX (19.00). JSRCX has a lower initial minimum investment than LIRIX: JSRCX (500) vs LIRIX (2000000). LIRIX annual gain was more profitable for investors over the last year : 7.59 vs. JSRCX (6.31). LIRIX return over 5 years is better than : 24.60 vs. JSRCX (9.83).
| JSRCX | LIRIX | JSRCX / LIRIX | |
| Total Expense Ratio | 1.32 | 0.14 | 943% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 2.219 | 2.614 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.3B | 16% |
| Annual Yield % from dividends | 2.69 | 2.87 | 94% |
| Returns for 1 year | 6.31 | 7.59 | 83% |
| Returns for 3 years | 15.38 | 17.26 | 89% |
| Returns for 5 years | 9.83 | 24.60 | 40% |
| Returns for 10 years | 4.81 | 50.71 | 9% |
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