Interact to see
Advertisement
Advertisement
LERKX vs SSFQX
LERKX vs SSFQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SSFQX has more cash in the bank: 1.48B vs. LERKX (7.09M). SSFQX pays higher dividends than LERKX: SSFQX (3.47) vs LERKX (2.68). 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 : 6.22 vs. SSFQX (4.84).
| 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 | 2.344 | 2.416 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09M | 1.48B | 0% |
| Annual Yield % from dividends | 2.68 | 3.47 | 77% |
| Returns for 1 year | 6.22 | 4.84 | 129% |
| Returns for 3 years | 17.30 | 10.02 | 173% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement