Interact to see
Advertisement
Advertisement
LERKX vs LIRKX
LERKX vs LIRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LERKX vs. LIRKX 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 LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. LERKX (14.1M). LERKX pays higher dividends than LIRKX: LERKX (0.91) vs LIRKX (0.82). 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 : 9.86 vs. LERKX (9.12). LERKX (21.24) and LIRKX (21.04) have equivalent 5 years return.
| 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 | 10.449 | 10.610 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1M | 13.2B | 0% |
| Annual Yield % from dividends | 0.91 | 0.82 | 111% |
| Returns for 1 year | 9.12 | 9.86 | 92% |
| Returns for 3 years | 31.43 | 31.85 | 99% |
| Returns for 5 years | 21.24 | 21.04 | 101% |
| Returns for 10 years | N/A | 66.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KMDVX | 30.97 | N/A | N/A |
| Keeley Gabelli Mid Cap Dividend A | |||
| GIFFX | 23.20 | N/A | N/A |
| Invesco Growth and Income R6 | |||
| FFIFX | 27.16 | -0.15 | -0.55% |
| American Funds Income Fund of Amer 529F3 | |||
| TIEUX | 15.80 | -0.16 | -1.00% |
| Morgan Stanley Pathway Intl Eq | |||
| FEFRX | 31.17 | -0.45 | -1.42% |
| First Eagle Rising Dividend Fund R6 | |||