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JSRSX vs LIRAX
JSRSX vs LIRAX Comparison Chart
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JSRSX vs. LIRAX 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 JSRSX is a Sell and LIRAX is a Hold.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.2B vs. JSRSX (2.1B). JSRSX pays higher dividends than LIRAX: JSRSX (3.72) vs LIRAX (2.61). JSRSX was incepted earlier than LIRAX: JSRSX (19 years) vs LIRAX (14 years). JSRSX (0.63) is less costly to investors than LIRAX (0.42). LIRAX is a more actively managed with annual turnover of: 39.00 vs. JSRSX (19.00). LIRAX has a lower initial minimum investment than JSRSX: LIRAX (1000) vs JSRSX (1000000). LIRAX (6.70) and JSRSX (6.54) have marching annual gain over last year. LIRAX return over 5 years is better than : 23.03 vs. JSRSX (13.81).
| JSRSX | LIRAX | JSRSX / LIRAX | |
| Total Expense Ratio | 0.57 | 0.39 | 146% |
| Annual Report Gross Expense Ratio | 0.63 | 0.42 | 150% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 2.410 | 2.471 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.2B | 16% |
| Annual Yield % from dividends | 3.72 | 2.61 | 143% |
| Returns for 1 year | 6.54 | 6.70 | 98% |
| Returns for 3 years | 17.59 | 16.45 | 107% |
| Returns for 5 years | 13.81 | 23.03 | 60% |
| Returns for 10 years | 12.15 | 46.78 | 26% |
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