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FINVX vs LIORX
FINVX vs LIORX Comparison
Open Charts FINVX vs LIORX
Fidelity Series International Value
Price$14.34
Change+$0.11 (+0.77%)
VolumeN/A
Net Assets15.5B
ClearBridge International Value R
Price$11.66
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets160.91M
FINVX vs LIORX Comparison Chart
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FINVX vs. LIORX commentary
May 12, 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 FINVX is a Buy and LIORX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.5B vs. LIORX (161M). FINVX pays higher dividends than LIORX: FINVX (3.95) vs LIORX (1.40). FINVX was incepted earlier than LIORX: FINVX (15 years) vs LIORX (11 years). LIORX (1.59) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. LIORX (25.00). FINVX (0) and LIORX (0) have matching initial minimum investment requirements. FINVX annual gain was more profitable for investors over the last year : 17.92 vs. LIORX (8.60). FINVX return over 5 years is better than : 128.04 vs. LIORX (93.29).
| FINVX | LIORX | FINVX / LIORX | |
| Total Expense Ratio | 0.01 | 1.54 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.59 | 1% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 20.302 | 14.314 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 161M | 9,627% |
| Annual Yield % from dividends | 3.95 | 1.40 | 281% |
| Returns for 1 year | 17.92 | 8.60 | 208% |
| Returns for 3 years | 60.19 | 36.89 | 163% |
| Returns for 5 years | 128.04 | 93.29 | 137% |
| Returns for 10 years | 74.52 | 30.09 | 248% |
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