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LERIX vs LIRPX
LERIX vs LIRPX Comparison Chart
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LERIX vs. LIRPX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. LERIX (7.09M). LERIX (2.63) and LIRPX (2.62) 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 (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. LERIX (11.00). 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 : 6.64 vs. LERIX (6.17).
| LERIX | LIRPX | LERIX / LIRPX | |
| Total Expense Ratio | 0.25 | 0.39 | 64% |
| Annual Report Gross Expense Ratio | 0.99 | 0.42 | 236% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 2.344 | 2.475 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09M | 13.2B | 0% |
| Annual Yield % from dividends | 2.63 | 2.62 | 100% |
| Returns for 1 year | 6.17 | 6.64 | 93% |
| Returns for 3 years | 17.13 | 16.40 | 104% |
| Returns for 5 years | N/A | 22.99 | - |
| Returns for 10 years | N/A | N/A | - |
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