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LERKX vs LIRKX
LERKX vs LIRKX Comparison Chart
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LERKX vs. LIRKX commentary
May 22, 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 LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.4B vs. LERKX (7.16M). LIRKX pays higher dividends than LERKX: LIRKX (2.91) vs LERKX (2.68). LERKX was incepted earlier than LIRKX: LERKX (5 years) vs LIRKX (14 years). LERKX (0.94) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. LERKX (11.00). LERKX (5000000) and LIRKX (5000000) have matching initial minimum investment requirements. LIRKX annual gain was more profitable for investors over the last year : 7.61 vs. LERKX (7.02).
| LERKX | LIRKX | LERKX / LIRKX | |
| Total Expense Ratio | 0.20 | 0.09 | 222% |
| Annual Report Gross Expense Ratio | 0.94 | 0.12 | 783% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.418 | 3.488 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.16M | 13.4B | 0% |
| Annual Yield % from dividends | 2.68 | 2.91 | 92% |
| Returns for 1 year | 7.02 | 7.61 | 92% |
| Returns for 3 years | 19.03 | 18.89 | 101% |
| Returns for 5 years | N/A | 25.88 | - |
| Returns for 10 years | N/A | 52.20 | - |
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