Interact to see
Advertisement
Advertisement
JSRSX vs LIRIX
JSRSX vs LIRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSRSX 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 JSRSX is a Hold and LIRIX is a Hold.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. JSRSX (2.13B). JSRSX pays higher dividends than LIRIX: JSRSX (3.55) vs LIRIX (2.73). JSRSX was incepted earlier than LIRIX: JSRSX (19 years) vs LIRIX (14 years). JSRSX (0.63) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. JSRSX (19.00). JSRSX has a lower initial minimum investment than LIRIX: JSRSX (1000000) vs LIRIX (2000000). LIRIX (8.32) and JSRSX (8.06) have marching annual gain over last year. LIRIX return over 5 years is better than : 23.48 vs. JSRSX (12.92).
| JSRSX | LIRIX | JSRSX / LIRIX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.63 | 0.17 | 371% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 6.384 | 6.391 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 13.3B | 16% |
| Annual Yield % from dividends | 3.55 | 2.73 | 130% |
| Returns for 1 year | 8.06 | 8.32 | 97% |
| Returns for 3 years | 25.15 | 24.74 | 102% |
| Returns for 5 years | 12.92 | 23.48 | 55% |
| Returns for 10 years | 17.87 | 58.57 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement