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LERKX vs LIRIX
LERKX vs LIRIX Comparison Chart in %
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LERKX vs. LIRIX 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 LERKX is a Hold and LIRIX is a Hold.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.2B vs. LERKX (14.1M). LERKX pays higher dividends than LIRIX: LERKX (0.91) vs LIRIX (0.81). 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 : 9.69 vs. LERKX (9.12). LERKX (21.24) and LIRIX (20.69) 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 | 10.449 | 10.530 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1M | 13.2B | 0% |
| Annual Yield % from dividends | 0.91 | 0.81 | 112% |
| Returns for 1 year | 9.12 | 9.69 | 94% |
| Returns for 3 years | 31.14 | 31.49 | 99% |
| Returns for 5 years | 21.24 | 20.69 | 103% |
| Returns for 10 years | N/A | 65.98 | - |
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