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LIRAX vs VTRWX
LIRAX vs VTRWX Comparison Chart
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LIRAX vs. VTRWX 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 LIRAX is a Buy and VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.2B vs. VTRWX (103M). LIRAX pays higher dividends than VTRWX: LIRAX (2.61) vs VTRWX (2.38). LIRAX was incepted earlier than VTRWX: LIRAX (14 years) vs VTRWX (9 years). LIRAX (0.43) is less costly to investors than VTRWX (0.35). VTRWX is a more actively managed with annual turnover of: 67.00 vs. LIRAX (5.00). LIRAX has a lower initial minimum investment than VTRWX: LIRAX (1000) vs VTRWX (1000000). LIRAX annual gain was more profitable for investors over the last year : 8.13 vs. VTRWX (7.68). LIRAX return over 5 years is better than : 21.46 vs. VTRWX (12.20).
| LIRAX | VTRWX | LIRAX / VTRWX | |
| Total Expense Ratio | 0.39 | 0.25 | 156% |
| Annual Report Gross Expense Ratio | 0.43 | 0.35 | 123% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.163 | 0.759 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 103M | 12,816% |
| Annual Yield % from dividends | 2.61 | 2.38 | 110% |
| Returns for 1 year | 8.13 | 7.68 | 106% |
| Returns for 3 years | 13.39 | 12.51 | 107% |
| Returns for 5 years | 21.46 | 12.20 | 176% |
| Returns for 10 years | 45.03 | N/A | - |
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