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FAPIX vs LERIX
FAPIX vs LERIX Comparison Chart
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FAPIX vs. LERIX commentary
May 25, 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 FAPIX is a Hold and LERIX is a Hold.
FUNDAMENTALS
Fundamentals
FAPIX has more cash in the bank: 1.71B vs. LERIX (7.14M). FAPIX pays higher dividends than LERIX: FAPIX (3.19) vs LERIX (2.63). FAPIX was incepted earlier than LERIX: FAPIX (5 years) vs LERIX (5 years). LERIX (0.99) is less costly to investors than FAPIX (0.05). FAPIX is a more actively managed with annual turnover of: 12.00 vs. LERIX (11.00). LERIX has a lower initial minimum investment than FAPIX: LERIX (2000000) vs FAPIX (2000000000). LERIX annual gain was more profitable for investors over the last year : 6.90 vs. FAPIX (6.34).
| FAPIX | LERIX | FAPIX / LERIX | |
| Total Expense Ratio | 0.05 | 0.25 | 20% |
| Annual Report Gross Expense Ratio | 0.05 | 0.99 | 5% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 2.398 | 2.441 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 2000000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 7.14M | 23,914% |
| Annual Yield % from dividends | 3.19 | 2.63 | 121% |
| Returns for 1 year | 6.34 | 6.90 | 92% |
| Returns for 3 years | 12.71 | 17.00 | 75% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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