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ISOLX vs LIRPX
ISOLX vs LIRPX Comparison Chart
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ISOLX vs. LIRPX 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.4B vs. ISOLX (106M). LIRPX pays higher dividends than ISOLX: LIRPX (2.58) vs ISOLX (2.29). ISOLX was incepted earlier than LIRPX: ISOLX (12 years) vs LIRPX (7 years). LIRPX (0.42) and ISOLX (0.41) have similar cost to investors . ISOLX is a more actively managed with annual turnover of: 67.00 vs. LIRPX (39.00). LIRPX has a lower initial minimum investment than ISOLX: LIRPX (1000) vs ISOLX (250000). LIRPX (8.02) and ISOLX (7.64) have marching annual gain over last year. LIRPX return over 5 years is better than : 22.98 vs. ISOLX (13.42).
| ISOLX | LIRPX | ISOLX / LIRPX | |
| Total Expense Ratio | 0.40 | 0.39 | 103% |
| Annual Report Gross Expense Ratio | 0.41 | 0.42 | 98% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 4.459 | 4.803 | 93% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 13.4B | 1% |
| Annual Yield % from dividends | 2.29 | 2.58 | 89% |
| Returns for 1 year | 7.64 | 8.02 | 95% |
| Returns for 3 years | 22.80 | 24.82 | 92% |
| Returns for 5 years | 13.42 | 22.98 | 58% |
| Returns for 10 years | 29.55 | N/A | - |
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