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JSRSX vs LIRPX
JSRSX vs LIRPX Comparison Chart
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JSRSX vs. LIRPX 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.3B vs. JSRSX (2.1B). JSRSX pays higher dividends than LIRPX: JSRSX (3.72) vs LIRPX (2.62). JSRSX was incepted earlier than LIRPX: JSRSX (19 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 (19.00). LIRPX has a lower initial minimum investment than JSRSX: LIRPX (1000) vs JSRSX (1000000). LIRPX (7.35) and JSRSX (7.09) have marching annual gain over last year. LIRPX return over 5 years is better than : 23.08 vs. JSRSX (13.95).
| JSRSX | LIRPX | JSRSX / LIRPX | |
| Total Expense Ratio | 0.57 | 0.39 | 146% |
| Annual Report Gross Expense Ratio | 0.63 | 0.42 | 150% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 2.541 | 2.547 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.3B | 16% |
| Annual Yield % from dividends | 3.72 | 2.62 | 142% |
| Returns for 1 year | 7.09 | 7.35 | 97% |
| Returns for 3 years | 17.82 | 16.40 | 109% |
| Returns for 5 years | 13.95 | 23.08 | 60% |
| Returns for 10 years | 12.67 | N/A | - |
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