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FIQSX vs LRRVX
FIQSX vs LRRVX Comparison Chart in %
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FIQSX vs. LRRVX commentary
Jun 24, 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 FIQSX is a Hold and LRRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.8B vs. LRRVX (4.7B). LRRVX (8.08) and FIQSX (8.03) have matching dividends . FIQSX was incepted earlier than LRRVX: FIQSX (7 years) vs LRRVX (10 years). FIQSX (0.67) is less costly to investors than LRRVX (0.54). LRRVX is a more actively managed with annual turnover of: 105.00 vs. FIQSX (41.00). FIQSX (0) and LRRVX (0) have matching initial minimum investment requirements. LRRVX (6.90) and FIQSX (6.78) have marching annual gain over last year. LRRVX (40.24) and FIQSX (40.01) have equivalent 5 years return.
| FIQSX | LRRVX | FIQSX / LRRVX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.54 | 124% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 1.327 | 1.785 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 4.7B | 315% |
| Annual Yield % from dividends | 8.03 | 8.08 | 99% |
| Returns for 1 year | 6.78 | 6.90 | 98% |
| Returns for 3 years | 29.03 | 29.32 | 99% |
| Returns for 5 years | 40.01 | 40.24 | 99% |
| Returns for 10 years | N/A | N/A | - |
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