Ad is loading...
LERIX vs LIRPX
LERIX vs LIRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LERIX vs. LIRPX commentary
Apr 29, 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 LIRPX is a Buy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. LERIX (7.11M). LERIX (2.64) and LIRPX (2.63) have matching dividends . LERIX was incepted earlier than LIRPX: LERIX (5 years) vs LIRPX (7 years). LERIX (0.99) is less costly to investors than LIRPX (0.43). LERIX is a more actively managed with annual turnover of: 11.00 vs. LIRPX (5.00). LIRPX has a lower initial minimum investment than LERIX: LIRPX (1000) vs LERIX (2000000). LIRPX annual gain was more profitable for investors over the last year : 8.06 vs. LERIX (7.52).
| LERIX | LIRPX | LERIX / LIRPX | |
| Total Expense Ratio | 0.25 | 0.39 | 64% |
| Annual Report Gross Expense Ratio | 0.99 | 0.43 | 230% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 0.879 | 1.164 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.11M | 13.2B | 0% |
| Annual Yield % from dividends | 2.64 | 2.63 | 100% |
| Returns for 1 year | 7.52 | 8.06 | 93% |
| Returns for 3 years | 14.04 | 13.34 | 105% |
| Returns for 5 years | N/A | 21.42 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...