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LERKX vs LIRPX
LERKX vs LIRPX Comparison Chart
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LERKX vs. LIRPX commentary
May 23, 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. LERKX (7.09M). LERKX (2.68) and LIRPX (2.62) have matching dividends . LERKX was incepted earlier than LIRPX: LERKX (5 years) vs LIRPX (7 years). LERKX (0.94) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. LERKX (11.00). LIRPX has a lower initial minimum investment than LERKX: LIRPX (1000) vs LERKX (5000000). LIRPX annual gain was more profitable for investors over the last year : 6.64 vs. LERKX (6.22).
| LERKX | LIRPX | LERKX / LIRPX | |
| Total Expense Ratio | 0.20 | 0.39 | 51% |
| Annual Report Gross Expense Ratio | 0.94 | 0.42 | 224% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 2.344 | 2.475 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09M | 13.2B | 0% |
| Annual Yield % from dividends | 2.68 | 2.62 | 102% |
| Returns for 1 year | 6.22 | 6.64 | 94% |
| Returns for 3 years | 17.30 | 16.40 | 105% |
| Returns for 5 years | N/A | 22.99 | - |
| Returns for 10 years | N/A | N/A | - |
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