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ISOLX vs LIRKX
ISOLX vs LIRKX Comparison Chart
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ISOLX vs. LIRKX 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 LIRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.3B vs. ISOLX (104M). LIRKX pays higher dividends than ISOLX: LIRKX (2.91) vs ISOLX (2.33). 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 : 7.65 vs. ISOLX (7.13). LIRKX return over 5 years is better than : 24.91 vs. ISOLX (12.91).
| 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 | 2.277 | 2.689 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 13.3B | 1% |
| Annual Yield % from dividends | 2.33 | 2.91 | 80% |
| Returns for 1 year | 7.13 | 7.65 | 93% |
| Returns for 3 years | 15.46 | 17.52 | 88% |
| Returns for 5 years | 12.91 | 24.91 | 52% |
| Returns for 10 years | 25.87 | 51.42 | 50% |
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