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IORMX vs LTCIX
IORMX vs LTCIX Comparison
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IORMX vs LTCIX Comparison Chart in %
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IORMX vs. LTCIX commentary
Sep 05, 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 IORMX is a Hold and LTCIX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.48B vs. LTCIX (300M). IORMX pays higher dividends than LTCIX: IORMX (3.99) vs LTCIX (3.25). IORMX was incepted earlier than LTCIX: IORMX (7 years) vs LTCIX (29 years). LTCIX (0.73) is less costly to investors than IORMX (0.48). LTCIX is a more actively managed with annual turnover of: 43.53 vs. IORMX (31.00). IORMX has a lower initial minimum investment than LTCIX: IORMX (1000000) vs LTCIX (2500000). IORMX annual gain was more profitable for investors over the last year : 3.62 vs. LTCIX (2.07). LTCIX (5.98) and IORMX (5.78) have equivalent 5 years return.
| IORMX | LTCIX | IORMX / LTCIX | |
| Total Expense Ratio | 0.48 | 0.49 | 98% |
| Annual Report Gross Expense Ratio | 0.48 | 0.73 | 66% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 0.129 | 0.195 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 300M | 493% |
| Annual Yield % from dividends | 3.99 | 3.25 | 123% |
| Returns for 1 year | 3.62 | 2.07 | 175% |
| Returns for 3 years | 10.70 | 10.23 | 105% |
| Returns for 5 years | 5.78 | 5.98 | 97% |
| Returns for 10 years | N/A | 7.91 | - |