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LIRIX vs LIRKX
LIRIX vs LIRKX Comparison Chart in %
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LIRIX vs. LIRKX commentary
Aug 03, 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 LIRIX is a StrongBuy and LIRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRIX (13.2B) and LIRKX (13.2B) have equal amount of cash in the bank . LIRKX (2.77) and LIRIX (2.72) have matching dividends . LIRIX was incepted earlier than LIRKX: LIRIX (14 years) vs LIRKX (14 years). LIRIX (0.17) is less costly to investors than LIRKX (0.12). LIRIX (39.00) and LIRKX (39.00) have comparable annual turnover. LIRIX has a lower initial minimum investment than LIRKX: LIRIX (2000000) vs LIRKX (5000000). LIRIX (8.16) and LIRKX (8.14) have marching annual gain over last year. LIRKX (22.19) and LIRIX (21.89) have equivalent 5 years return.
| LIRIX | LIRKX | LIRIX / LIRKX | |
| Total Expense Ratio | 0.14 | 0.09 | 156% |
| Annual Report Gross Expense Ratio | 0.17 | 0.12 | 142% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.609 | 6.613 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 13.2B | 100% |
| Annual Yield % from dividends | 2.72 | 2.77 | 98% |
| Returns for 1 year | 8.16 | 8.14 | 100% |
| Returns for 3 years | 21.15 | 21.22 | 100% |
| Returns for 5 years | 21.89 | 22.19 | 99% |
| Returns for 10 years | 58.62 | 59.24 | 99% |
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