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LERKX vs SSFQX
LERKX vs SSFQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSFQX has more cash in the bank: 1.51B vs. LERKX (10.6M). SSFQX pays higher dividends than LERKX: SSFQX (3.35) vs LERKX (2.56). LERKX was incepted earlier than SSFQX: LERKX (5 years) vs SSFQX (3 years). LERKX (0.94) is less costly to investors than SSFQX (0.76). SSFQX is a more actively managed with annual turnover of: 17.00 vs. LERKX (11.00). SSFQX has a lower initial minimum investment than LERKX: SSFQX (0) vs LERKX (5000000). LERKX annual gain was more profitable for investors over the last year : 7.82 vs. SSFQX (5.84).
| LERKX | SSFQX | LERKX / SSFQX | |
| Total Expense Ratio | 0.20 | 0.59 | 34% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 6.348 | 5.483 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 1.51B | 1% |
| Annual Yield % from dividends | 2.56 | 3.35 | 76% |
| Returns for 1 year | 7.82 | 5.84 | 134% |
| Returns for 3 years | 25.21 | 16.07 | 157% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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