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JSRSX vs LIRKX
JSRSX vs LIRKX Comparison Chart
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JSRSX 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 JSRSX is a Sell and LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. JSRSX (2.1B). JSRSX pays higher dividends than LIRKX: JSRSX (3.72) vs LIRKX (2.91). JSRSX was incepted earlier than LIRKX: JSRSX (19 years) vs LIRKX (14 years). JSRSX (0.63) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. JSRSX (19.00). JSRSX has a lower initial minimum investment than LIRKX: JSRSX (1000000) vs LIRKX (5000000). JSRSX (7.09) and LIRKX (7.02) have marching annual gain over last year. LIRKX return over 5 years is better than : 24.82 vs. JSRSX (13.95).
| JSRSX | LIRKX | JSRSX / LIRKX | |
| Total Expense Ratio | 0.57 | 0.09 | 633% |
| Annual Report Gross Expense Ratio | 0.63 | 0.12 | 525% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 2.541 | 2.616 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.2B | 16% |
| Annual Yield % from dividends | 3.72 | 2.91 | 128% |
| Returns for 1 year | 7.09 | 7.02 | 101% |
| Returns for 3 years | 17.82 | 17.53 | 102% |
| Returns for 5 years | 13.95 | 24.82 | 56% |
| Returns for 10 years | 12.67 | 50.92 | 25% |
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