Ad is loading...
FINVX vs LIORX
FINVX vs LIORX Comparison
Open Charts FINVX vs LIORX
Fidelity Series International Value
Price$13.59
Change-$0.15 (-1.09%)
VolumeN/A
Net Assets15.18B
ClearBridge International Value R
Price$11.21
Change-$0.12 (-1.06%)
VolumeN/A
Net Assets163.2M
FINVX vs LIORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FINVX vs. LIORX commentary
Apr 01, 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: 15.2B vs. LIORX (163M). FINVX pays higher dividends than LIORX: FINVX (4.22) vs LIORX (1.45). FINVX was incepted earlier than LIORX: FINVX (15 years) vs LIORX (11 years). LIORX (1.54) 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 : 14.06 vs. LIORX (7.80). FINVX return over 5 years is better than : 142.07 vs. LIORX (113.61).
| FINVX | LIORX | FINVX / LIORX | |
| Total Expense Ratio | 0.01 | 1.51 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.54 | 1% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 15.268 | 11.078 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 163M | 9,325% |
| Annual Yield % from dividends | 4.22 | 1.45 | 291% |
| Returns for 1 year | 14.06 | 7.80 | 180% |
| Returns for 3 years | 37.78 | 20.04 | 189% |
| Returns for 5 years | 142.07 | 113.61 | 125% |
| Returns for 10 years | 72.27 | 29.15 | 248% |
View a ticker or compare two or three
VS
VS
Ad is loading...