Ad is loading...
JSRCX vs LIRKX
JSRCX vs LIRKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSRCX vs. LIRKX 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 LIRKX is a Buy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. JSRCX (2.09B). 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 (0.13). 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 : 8.58 vs. JSRCX (6.99). LIRKX return over 5 years is better than : 26.32 vs. JSRCX (10.55).
| JSRCX | LIRKX | JSRCX / LIRKX | |
| Total Expense Ratio | 1.32 | 0.09 | 1,467% |
| Annual Report Gross Expense Ratio | 1.41 | 0.13 | 1,085% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 1.110 | 1.817 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 13.2B | 16% |
| Annual Yield % from dividends | 2.69 | 2.91 | 92% |
| Returns for 1 year | 6.99 | 8.58 | 81% |
| Returns for 3 years | 11.96 | 14.93 | 80% |
| Returns for 5 years | 10.55 | 26.32 | 40% |
| Returns for 10 years | 4.25 | 50.78 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DVLU | 27.97 | 0.61 | +2.21% |
| First Trust Dorsey Wright Momt & Val ETF | |||
| DWUS | 48.49 | 0.96 | +2.03% |
| AdvisorShares DW FSM US Core ETF | |||
| ETW | 8.23 | 0.03 | +0.37% |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | |||
| SPSK | 18.06 | 0.03 | +0.17% |
| SP Funds Dow Jones Global Sukuk ETF | |||
| IGIB | 51.99 | -0.14 | -0.27% |
| iShares 5-10 Year invmt Grd Corp Bd ETF | |||