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ISOLX vs LIRIX
ISOLX vs LIRIX Comparison Chart in %
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ISOLX vs. LIRIX commentary
Jun 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. ISOLX (106M). LIRIX pays higher dividends than ISOLX: LIRIX (2.82) vs ISOLX (2.29). ISOLX was incepted earlier than LIRIX: ISOLX (13 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 : 7.28 vs. ISOLX (6.85). LIRIX return over 5 years is better than : 22.96 vs. ISOLX (11.99).
| ISOLX | LIRIX | ISOLX / LIRIX | |
| Total Expense Ratio | 0.40 | 0.14 | 286% |
| Annual Report Gross Expense Ratio | 0.41 | 0.17 | 241% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 3.985 | 4.357 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 13.3B | 1% |
| Annual Yield % from dividends | 2.29 | 2.82 | 81% |
| Returns for 1 year | 6.85 | 7.28 | 94% |
| Returns for 3 years | 21.99 | 24.82 | 89% |
| Returns for 5 years | 11.99 | 22.96 | 52% |
| Returns for 10 years | 28.46 | 53.81 | 53% |
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