Interact to see
Advertisement
Advertisement
IORLX vs LTBYX
IORLX vs LTBYX Comparison
Open Charts IORLX vs LTBYX
IORLX vs LTBYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IORLX vs. LTBYX commentary
Jun 19, 2026
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 IORLX is a Hold and LTBYX is a Hold.
FUNDAMENTALS
Fundamentals
LTBYX has more cash in the bank: 1.49B vs. IORLX (944M). LTBYX pays higher dividends than IORLX: LTBYX (3.82) vs IORLX (3.55). IORLX was incepted earlier than LTBYX: IORLX (7 years) vs LTBYX (15 years). LTBYX (0.58) is less costly to investors than IORLX (0.50). IORLX is a more actively managed with annual turnover of: 40.00 vs. LTBYX (31.00). LTBYX has a lower initial minimum investment than IORLX: LTBYX (1000) vs IORLX (1000000). LTBYX annual gain was more profitable for investors over the last year : 5.84 vs. IORLX (5.33). IORLX (7.09) and LTBYX (6.96) have equivalent 5 years return.
| IORLX | LTBYX | IORLX / LTBYX | |
| Total Expense Ratio | 0.50 | 0.58 | 86% |
| Annual Report Gross Expense Ratio | 0.50 | 0.58 | 86% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 1.499 | 1.641 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 1.49B | 63% |
| Annual Yield % from dividends | 3.55 | 3.82 | 93% |
| Returns for 1 year | 5.33 | 5.84 | 91% |
| Returns for 3 years | 10.76 | 11.59 | 93% |
| Returns for 5 years | 7.09 | 6.96 | 102% |
| Returns for 10 years | N/A | 25.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers