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JSRCX vs LIRPX
JSRCX vs LIRPX Comparison Chart in %
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JSRCX vs. LIRPX commentary
Nov 20, 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. JSRCX (2.1B). JSRCX pays higher dividends than LIRPX: JSRCX (2.45) vs LIRPX (0.76). JSRCX was incepted earlier than LIRPX: JSRCX (20 years) vs LIRPX (7 years). JSRCX (1.41) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. JSRCX (12.00). JSRCX has a lower initial minimum investment than LIRPX: JSRCX (500) vs LIRPX (1000). LIRPX annual gain was more profitable for investors over the last year : 9.50 vs. JSRCX (8.47). LIRPX return over 5 years is better than : 19.28 vs. JSRCX (5.49).
| JSRCX | LIRPX | JSRCX / LIRPX | |
| Total Expense Ratio | 1.32 | 0.39 | 338% |
| Annual Report Gross Expense Ratio | 1.41 | 0.42 | 336% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 9.399 | 10.335 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.2B | 16% |
| Annual Yield % from dividends | 2.45 | 0.76 | 324% |
| Returns for 1 year | 8.47 | 9.50 | 89% |
| Returns for 3 years | 26.91 | 30.56 | 88% |
| Returns for 5 years | 5.49 | 19.28 | 28% |
| Returns for 10 years | 15.22 | N/A | - |
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