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JSRSX vs LIRPX
JSRSX vs LIRPX Comparison Chart in %
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JSRSX 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 JSRSX is a Hold and LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. JSRSX (2.1B). JSRSX pays higher dividends than LIRPX: JSRSX (3.38) vs LIRPX (0.76). JSRSX was incepted earlier than LIRPX: JSRSX (20 years) vs LIRPX (7 years). JSRSX (0.63) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. JSRSX (12.00). LIRPX has a lower initial minimum investment than JSRSX: LIRPX (1000) vs JSRSX (1000000). LIRPX (9.50) and JSRSX (9.25) have marching annual gain over last year. LIRPX return over 5 years is better than : 19.28 vs. JSRSX (9.39).
| JSRSX | LIRPX | JSRSX / LIRPX | |
| Total Expense Ratio | 0.57 | 0.39 | 146% |
| Annual Report Gross Expense Ratio | 0.63 | 0.42 | 150% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 10.098 | 10.335 | 98% |
| Front Load | N/A | 5% | - |
| 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 | 3.38 | 0.76 | 447% |
| Returns for 1 year | 9.25 | 9.50 | 97% |
| Returns for 3 years | 29.52 | 30.56 | 97% |
| Returns for 5 years | 9.39 | 19.28 | 49% |
| Returns for 10 years | 23.88 | N/A | - |
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