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LERIX vs LIRKX
LERIX vs LIRKX Comparison Chart in %
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LERIX vs. LIRKX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. LERIX (14.1M). LERIX pays higher dividends than LIRKX: LERIX (0.90) vs LIRKX (0.82). 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 : 9.86 vs. LERIX (9.10). LIRKX (21.04) and LERIX (20.98) 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 | 10.449 | 10.610 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1M | 13.2B | 0% |
| Annual Yield % from dividends | 0.90 | 0.82 | 109% |
| Returns for 1 year | 9.10 | 9.86 | 92% |
| Returns for 3 years | 31.27 | 31.85 | 98% |
| Returns for 5 years | 20.98 | 21.04 | 100% |
| Returns for 10 years | N/A | 66.87 | - |
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