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JSRSX vs LIRPX
JSRSX vs LIRPX Comparison Chart
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JSRSX vs. LIRPX commentary
Jun 16, 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: 13.4B vs. JSRSX (2.11B). JSRSX pays higher dividends than LIRPX: JSRSX (3.64) vs LIRPX (2.58). 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 (7.04) have marching annual gain over last year. LIRPX return over 5 years is better than : 22.22 vs. JSRSX (12.69).
| 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 | 4.039 | 4.148 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 13.4B | 16% |
| Annual Yield % from dividends | 3.64 | 2.58 | 141% |
| Returns for 1 year | 7.04 | 7.35 | 96% |
| Returns for 3 years | 24.22 | 24.04 | 101% |
| Returns for 5 years | 12.69 | 22.22 | 57% |
| Returns for 10 years | 15.09 | N/A | - |
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