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LERKX vs LIRPX
LERKX vs LIRPX Comparison Chart in %
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LERKX vs. LIRPX commentary
Jul 10, 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: 13.4B vs. LERKX (10.6M). LERKX (2.56) and LIRPX (2.49) 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 (8.10) and LERKX (7.74) 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 | 0.42 | 224% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 5.859 | 5.822 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 13.4B | 0% |
| Annual Yield % from dividends | 2.56 | 2.49 | 103% |
| Returns for 1 year | 7.74 | 8.10 | 96% |
| Returns for 3 years | 24.10 | 22.94 | 105% |
| Returns for 5 years | N/A | 21.46 | - |
| Returns for 10 years | N/A | N/A | - |
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