Interact to see
Advertisement
Advertisement
IRCSX vs LOIEX
IRCSX vs LOIEX Comparison
Open Charts IRCSX vs LOIEX
IRCSX vs LOIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IRCSX vs. LOIEX commentary
Aug 14, 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 IRCSX is a Hold and LOIEX is a Buy.
FUNDAMENTALS
Fundamentals
IRCSX has more cash in the bank: 1.34B vs. LOIEX (347M). IRCSX pays higher dividends than LOIEX: IRCSX (2.01) vs LOIEX (1.58). IRCSX was incepted earlier than LOIEX: IRCSX (11 years) vs LOIEX (9 years). IRCSX (1.33) is less costly to investors than LOIEX (0.96). LOIEX is a more actively managed with annual turnover of: 98.00 vs. IRCSX (57.00). LOIEX has a lower initial minimum investment than IRCSX: LOIEX (0) vs IRCSX (5000). LOIEX annual gain was more profitable for investors over the last year : 14.28 vs. IRCSX (7.71). IRCSX return over 5 years is better than : 26.59 vs. LOIEX (25.06).
| IRCSX | LOIEX | IRCSX / LOIEX | |
| Total Expense Ratio | 1.33 | 0.96 | 139% |
| Annual Report Gross Expense Ratio | 1.33 | 0.96 | 139% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 15.554 | 14.279 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 347M | 386% |
| Annual Yield % from dividends | 2.01 | 1.58 | 127% |
| Returns for 1 year | 7.71 | 14.28 | 54% |
| Returns for 3 years | 53.11 | 49.39 | 108% |
| Returns for 5 years | 26.59 | 25.06 | 106% |
| Returns for 10 years | 71.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement