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LERIX vs LIRKX
LERIX vs LIRKX Comparison Chart in %
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LERIX vs. LIRKX commentary
Sep 08, 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 LERIX is a Hold and LIRKX is a Buy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.3B vs. LERIX (13.7M). LIRKX pays higher dividends than LERIX: LIRKX (2.72) vs LERIX (2.46). LERIX was incepted earlier than LIRKX: LERIX (5 years) vs LIRKX (14 years). LERIX (0.99) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. LERIX (11.00). LERIX has a lower initial minimum investment than LIRKX: LERIX (2000000) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 8.69 vs. LERIX (8.14). LERIX (23.58) and LIRKX (23.53) have equivalent 5 years return.
| LERIX | LIRKX | LERIX / LIRKX | |
| Total Expense Ratio | 0.25 | 0.09 | 278% |
| Annual Report Gross Expense Ratio | 0.99 | 0.12 | 825% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.180 | 9.230 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7M | 13.3B | 0% |
| Annual Yield % from dividends | 2.46 | 2.72 | 90% |
| Returns for 1 year | 8.14 | 8.69 | 94% |
| Returns for 3 years | 29.35 | 29.27 | 100% |
| Returns for 5 years | 23.58 | 23.53 | 100% |
| Returns for 10 years | N/A | 67.70 | - |
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