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JSRCX vs LIRIX
JSRCX vs LIRIX Comparison Chart
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JSRCX vs. LIRIX commentary
May 03, 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 Buy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.2B vs. JSRCX (2.09B). 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 (0.18). 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 : 8.53 vs. JSRCX (6.99). LIRIX return over 5 years is better than : 25.91 vs. JSRCX (10.55).
| JSRCX | LIRIX | JSRCX / LIRIX | |
| Total Expense Ratio | 1.32 | 0.14 | 943% |
| Annual Report Gross Expense Ratio | 1.41 | 0.18 | 783% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 1.110 | 1.743 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 13.2B | 16% |
| Annual Yield % from dividends | 2.69 | 2.87 | 94% |
| Returns for 1 year | 6.99 | 8.53 | 82% |
| Returns for 3 years | 11.96 | 14.77 | 81% |
| Returns for 5 years | 10.55 | 25.91 | 41% |
| Returns for 10 years | 4.25 | 49.95 | 9% |
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