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JSRCX vs LIRKX
JSRCX vs LIRKX Comparison Chart
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JSRCX vs. LIRKX 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 LIRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.3B vs. JSRCX (2.1B). LIRKX pays higher dividends than JSRCX: LIRKX (2.91) vs JSRCX (2.69). JSRCX was incepted earlier than LIRKX: JSRCX (19 years) vs LIRKX (14 years). JSRCX (1.41) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. JSRCX (19.00). JSRCX has a lower initial minimum investment than LIRKX: JSRCX (500) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 7.65 vs. JSRCX (6.31). LIRKX return over 5 years is better than : 24.91 vs. JSRCX (9.83).
| JSRCX | LIRKX | JSRCX / LIRKX | |
| Total Expense Ratio | 1.32 | 0.09 | 1,467% |
| Annual Report Gross Expense Ratio | 1.41 | 0.12 | 1,175% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 2.219 | 2.689 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.3B | 16% |
| Annual Yield % from dividends | 2.69 | 2.91 | 92% |
| Returns for 1 year | 6.31 | 7.65 | 82% |
| Returns for 3 years | 15.38 | 17.52 | 88% |
| Returns for 5 years | 9.83 | 24.91 | 39% |
| Returns for 10 years | 4.81 | 51.42 | 9% |
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