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ISOLX vs LIRIX
ISOLX vs LIRIX Comparison Chart
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ISOLX vs. LIRIX commentary
Apr 29, 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 ISOLX is a StrongBuy and LIRIX is a Buy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.2B vs. ISOLX (103M). LIRIX pays higher dividends than ISOLX: LIRIX (2.87) vs ISOLX (2.34). ISOLX was incepted earlier than LIRIX: ISOLX (12 years) vs LIRIX (14 years). ISOLX (0.41) is less costly to investors than LIRIX (0.18). ISOLX is a more actively managed with annual turnover of: 67.00 vs. LIRIX (5.00). ISOLX has a lower initial minimum investment than LIRIX: ISOLX (250000) vs LIRIX (2000000). LIRIX annual gain was more profitable for investors over the last year : 8.39 vs. ISOLX (7.74). LIRIX return over 5 years is better than : 23.01 vs. ISOLX (12.17).
| ISOLX | LIRIX | ISOLX / LIRIX | |
| Total Expense Ratio | 0.40 | 0.14 | 286% |
| Annual Report Gross Expense Ratio | 0.41 | 0.18 | 228% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 0.854 | 1.307 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 13.2B | 1% |
| Annual Yield % from dividends | 2.34 | 2.87 | 81% |
| Returns for 1 year | 7.74 | 8.39 | 92% |
| Returns for 3 years | 12.51 | 14.28 | 88% |
| Returns for 5 years | 12.17 | 23.01 | 53% |
| Returns for 10 years | 23.88 | 48.54 | 49% |
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