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FAPIX vs LERKX
FAPIX vs LERKX Comparison Chart
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FAPIX vs. LERKX commentary
Apr 30, 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 LERKX is a Hold.
FUNDAMENTALS
Fundamentals
FAPIX has more cash in the bank: 1.7B vs. LERKX (7.13M). FAPIX pays higher dividends than LERKX: FAPIX (3.20) vs LERKX (2.69). FAPIX was incepted earlier than LERKX: FAPIX (5 years) vs LERKX (5 years). LERKX (0.94) is less costly to investors than FAPIX (0.05). FAPIX is a more actively managed with annual turnover of: 12.00 vs. LERKX (11.00). LERKX has a lower initial minimum investment than FAPIX: LERKX (5000000) vs FAPIX (2000000000). FAPIX (7.53) and LERKX (7.44) have marching annual gain over last year.
| FAPIX | LERKX | FAPIX / LERKX | |
| Total Expense Ratio | 0.05 | 0.20 | 25% |
| Annual Report Gross Expense Ratio | 0.05 | 0.94 | 5% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 2.260 | 1.172 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 5000000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 7.13M | 23,766% |
| Annual Yield % from dividends | 3.20 | 2.69 | 119% |
| Returns for 1 year | 7.53 | 7.44 | 101% |
| Returns for 3 years | 11.81 | 14.54 | 81% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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