Interact to see
Advertisement
Advertisement
IRCZX vs LOIEX
IRCZX vs LOIEX Comparison
Open Charts IRCZX vs LOIEX
IRCZX vs LOIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IRCZX 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 IRCZX is a Hold and LOIEX is a Buy.
FUNDAMENTALS
Fundamentals
IRCZX has more cash in the bank: 1.34B vs. LOIEX (347M). IRCZX pays higher dividends than LOIEX: IRCZX (2.18) vs LOIEX (1.58). IRCZX was incepted earlier than LOIEX: IRCZX (11 years) vs LOIEX (9 years). IRCZX (1.10) is less costly to investors than LOIEX (0.96). LOIEX is a more actively managed with annual turnover of: 98.00 vs. IRCZX (57.00). IRCZX (0) and LOIEX (0) have matching initial minimum investment requirements. LOIEX annual gain was more profitable for investors over the last year : 14.28 vs. IRCZX (7.84). IRCZX return over 5 years is better than : 27.90 vs. LOIEX (25.06).
| IRCZX | LOIEX | IRCZX / LOIEX | |
| Total Expense Ratio | 1.10 | 0.96 | 115% |
| Annual Report Gross Expense Ratio | 1.10 | 0.96 | 115% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 15.627 | 14.279 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 347M | 386% |
| Annual Yield % from dividends | 2.18 | 1.58 | 137% |
| Returns for 1 year | 7.84 | 14.28 | 55% |
| Returns for 3 years | 54.08 | 49.39 | 109% |
| Returns for 5 years | 27.90 | 25.06 | 111% |
| Returns for 10 years | 75.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDEFX | 22.26 | 0.24 | +1.09% |
| BlackRock International Select Eq Inv A | |||
| CSHNX | 13.03 | 0.12 | +0.93% |
| NYLI Cushing® MLP Premier Investor Class | |||
| HLIEX | 29.31 | 0.04 | +0.14% |
| JPMorgan Equity Income I | |||
| FSTUX | 29.62 | N/A | N/A |
| Invesco Dividend Income Investor | |||
| MLNCX | 27.67 | N/A | N/A |
| Morgan Stanley Instl Glbl Concntr C | |||