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LERKX vs LIRPX
LERKX vs LIRPX Comparison Chart
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LERKX vs. LIRPX commentary
Apr 29, 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 Buy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. LERKX (7.11M). LERKX (2.69) and LIRPX (2.63) 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 (0.43). LERKX is a more actively managed with annual turnover of: 11.00 vs. LIRPX (5.00). LIRPX has a lower initial minimum investment than LERKX: LIRPX (1000) vs LERKX (5000000). LIRPX (8.06) and LERKX (7.67) have marching annual gain over last year.
| LERKX | LIRPX | LERKX / LIRPX | |
| Total Expense Ratio | 0.20 | 0.39 | 51% |
| Annual Report Gross Expense Ratio | 0.94 | 0.43 | 219% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 0.977 | 1.164 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.11M | 13.2B | 0% |
| Annual Yield % from dividends | 2.69 | 2.63 | 102% |
| Returns for 1 year | 7.67 | 8.06 | 95% |
| Returns for 3 years | 14.32 | 13.34 | 107% |
| Returns for 5 years | N/A | 21.42 | - |
| Returns for 10 years | N/A | N/A | - |
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