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LERKX vs LIRIX
LERKX vs LIRIX Comparison Chart in %
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LERKX vs. LIRIX 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 LERKX is a Hold and LIRIX is a Buy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. LERKX (13.7M). LIRIX pays higher dividends than LERKX: LIRIX (2.68) vs LERKX (2.50). LERKX was incepted earlier than LIRIX: LERKX (5 years) vs LIRIX (14 years). LERKX (0.94) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. LERKX (11.00). LIRIX has a lower initial minimum investment than LERKX: LIRIX (2000000) vs LERKX (5000000). LIRIX annual gain was more profitable for investors over the last year : 8.71 vs. LERKX (8.18). LERKX (23.97) and LIRIX (23.33) have equivalent 5 years return.
| LERKX | LIRIX | LERKX / LIRIX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.277 | 9.223 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7M | 13.3B | 0% |
| Annual Yield % from dividends | 2.50 | 2.68 | 94% |
| Returns for 1 year | 8.18 | 8.71 | 94% |
| Returns for 3 years | 29.64 | 29.09 | 102% |
| Returns for 5 years | 23.97 | 23.33 | 103% |
| Returns for 10 years | N/A | 67.05 | - |
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