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JSRCX vs LIRIX
JSRCX vs LIRIX Comparison Chart in %
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JSRCX vs. LIRIX 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 LIRIX is a Hold.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. JSRCX (2.13B). LIRIX pays higher dividends than JSRCX: LIRIX (2.73) vs JSRCX (2.56). 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 : 8.32 vs. JSRCX (7.33). LIRIX return over 5 years is better than : 23.48 vs. JSRCX (8.95).
| 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 | 6.005 | 6.391 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.3B | 16% |
| Annual Yield % from dividends | 2.56 | 2.73 | 94% |
| Returns for 1 year | 7.33 | 8.32 | 88% |
| Returns for 3 years | 22.71 | 24.74 | 92% |
| Returns for 5 years | 8.95 | 23.48 | 38% |
| Returns for 10 years | 9.64 | 58.57 | 16% |
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