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LERKX vs LIRAX
LERKX vs LIRAX Comparison Chart in %
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LERKX vs. LIRAX commentary
Aug 03, 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 LERKX is a Hold and LIRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.2B vs. LERKX (13M). LERKX (2.56) and LIRAX (2.48) have matching dividends . LERKX was incepted earlier than LIRAX: LERKX (5 years) vs LIRAX (14 years). LERKX (0.94) is less costly to investors than LIRAX (0.42). LIRAX is a more actively managed with annual turnover of: 39.00 vs. LERKX (11.00). LIRAX has a lower initial minimum investment than LERKX: LIRAX (1000) vs LERKX (5000000). LIRAX (7.82) and LERKX (7.51) have marching annual gain over last year.
| LERKX | LIRAX | LERKX / LIRAX | |
| Total Expense Ratio | 0.20 | 0.39 | 51% |
| Annual Report Gross Expense Ratio | 0.94 | 0.42 | 224% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 6.348 | 6.395 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 13.2B | 0% |
| Annual Yield % from dividends | 2.56 | 2.48 | 103% |
| Returns for 1 year | 7.51 | 7.82 | 96% |
| Returns for 3 years | 20.93 | 20.23 | 103% |
| Returns for 5 years | N/A | 20.35 | - |
| Returns for 10 years | N/A | 54.85 | - |
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