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LIRIX vs VTRWX
LIRIX vs VTRWX Comparison Chart
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LIRIX vs. VTRWX commentary
May 24, 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 Hold and VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.2B vs. VTRWX (103M). LIRIX pays higher dividends than VTRWX: LIRIX (2.87) vs VTRWX (2.37). LIRIX was incepted earlier than VTRWX: LIRIX (14 years) vs VTRWX (9 years). VTRWX (0.35) is less costly to investors than LIRIX (0.17). VTRWX is a more actively managed with annual turnover of: 67.00 vs. LIRIX (39.00). VTRWX has a lower initial minimum investment than LIRIX: VTRWX (1000000) vs LIRIX (2000000). LIRIX annual gain was more profitable for investors over the last year : 6.96 vs. VTRWX (6.46). LIRIX return over 5 years is better than : 24.60 vs. VTRWX (12.84).
| LIRIX | VTRWX | LIRIX / VTRWX | |
| Total Expense Ratio | 0.14 | 0.25 | 56% |
| Annual Report Gross Expense Ratio | 0.17 | 0.35 | 49% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 2.614 | 2.087 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 103M | 12,816% |
| Annual Yield % from dividends | 2.87 | 2.37 | 121% |
| Returns for 1 year | 6.96 | 6.46 | 108% |
| Returns for 3 years | 17.35 | 15.58 | 111% |
| Returns for 5 years | 24.60 | 12.84 | 192% |
| Returns for 10 years | 50.33 | N/A | - |
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