Interact to see
Advertisement
Advertisement
ISOLX vs LIRIX
ISOLX vs LIRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISOLX vs. LIRIX commentary
May 24, 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 Hold.
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 (2.33). ISOLX was incepted earlier than LIRIX: ISOLX (12 years) vs LIRIX (14 years). ISOLX (0.41) is less costly to investors than LIRIX (0.17). ISOLX is a more actively managed with annual turnover of: 67.00 vs. LIRIX (39.00). 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 : 6.96 vs. ISOLX (6.52). LIRIX return over 5 years is better than : 24.60 vs. ISOLX (12.80).
| ISOLX | LIRIX | ISOLX / LIRIX | |
| Total Expense Ratio | 0.40 | 0.14 | 286% |
| Annual Report Gross Expense Ratio | 0.41 | 0.17 | 241% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 2.182 | 2.614 | 83% |
| 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 | 2.33 | 2.87 | 81% |
| Returns for 1 year | 6.52 | 6.96 | 94% |
| Returns for 3 years | 15.58 | 17.35 | 90% |
| Returns for 5 years | 12.80 | 24.60 | 52% |
| Returns for 10 years | 25.40 | 50.33 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers