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FRTCX vs LIRPX
FRTCX vs LIRPX Comparison Chart in %
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FRTCX vs. LIRPX commentary
Sep 09, 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 FRTCX is a StrongBuy and LIRPX is a Buy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.3B vs. FRTCX (46.5M). FRTCX pays higher dividends than LIRPX: FRTCX (4.31) vs LIRPX (2.45). FRTCX was incepted earlier than LIRPX: FRTCX (19 years) vs LIRPX (7 years). FRTCX (2.20) is less costly to investors than LIRPX (0.42). LIRPX (39.00) and FRTCX (38.32) have comparable annual turnover. FRTCX (1000) and LIRPX (1000) have matching initial minimum investment requirements. LIRPX annual gain was more profitable for investors over the last year : 9.08 vs. FRTCX (7.18). LIRPX return over 5 years is better than : 21.91 vs. FRTCX (17.21).
| FRTCX | LIRPX | FRTCX / LIRPX | |
| Total Expense Ratio | 1.51 | 0.39 | 387% |
| Annual Report Gross Expense Ratio | 2.20 | 0.42 | 524% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 6.172 | 9.025 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 13.3B | 0% |
| Annual Yield % from dividends | 4.31 | 2.45 | 176% |
| Returns for 1 year | 7.18 | 9.08 | 79% |
| Returns for 3 years | 24.46 | 26.06 | 94% |
| Returns for 5 years | 17.21 | 21.91 | 79% |
| Returns for 10 years | 32.56 | N/A | - |
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