Interact to see
Advertisement
Advertisement
ISOLX vs LIRKX
ISOLX vs LIRKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISOLX vs. LIRKX commentary
Jun 14, 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 LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.4B vs. ISOLX (106M). LIRKX pays higher dividends than ISOLX: LIRKX (2.87) vs ISOLX (2.29). ISOLX was incepted earlier than LIRKX: ISOLX (12 years) vs LIRKX (14 years). ISOLX (0.41) is less costly to investors than LIRKX (0.12). ISOLX is a more actively managed with annual turnover of: 67.00 vs. LIRKX (39.00). ISOLX has a lower initial minimum investment than LIRKX: ISOLX (250000) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 8.32 vs. ISOLX (7.64). LIRKX return over 5 years is better than : 24.81 vs. ISOLX (13.42).
| ISOLX | LIRKX | ISOLX / LIRKX | |
| Total Expense Ratio | 0.40 | 0.09 | 444% |
| Annual Report Gross Expense Ratio | 0.41 | 0.12 | 342% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.459 | 4.942 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 13.4B | 1% |
| Annual Yield % from dividends | 2.29 | 2.87 | 80% |
| Returns for 1 year | 7.64 | 8.32 | 92% |
| Returns for 3 years | 22.80 | 25.91 | 88% |
| Returns for 5 years | 13.42 | 24.81 | 54% |
| Returns for 10 years | 29.55 | 55.95 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers