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ISOLX vs LIRPX
ISOLX vs LIRPX Comparison Chart
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ISOLX vs. LIRPX 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 LIRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.3B vs. ISOLX (104M). LIRPX pays higher dividends than ISOLX: LIRPX (2.62) vs ISOLX (2.33). 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 (7.35) and ISOLX (7.13) have marching annual gain over last year. LIRPX return over 5 years is better than : 23.08 vs. ISOLX (12.91).
| 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 | 2.277 | 2.547 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 13.3B | 1% |
| Annual Yield % from dividends | 2.33 | 2.62 | 89% |
| Returns for 1 year | 7.13 | 7.35 | 97% |
| Returns for 3 years | 15.46 | 16.40 | 94% |
| Returns for 5 years | 12.91 | 23.08 | 56% |
| Returns for 10 years | 25.87 | N/A | - |
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