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LIRIX vs VTRWX
LIRIX vs VTRWX Comparison Chart
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LIRIX 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 LIRIX is a Buy 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 (2.38). LIRIX was incepted earlier than VTRWX: LIRIX (14 years) vs VTRWX (9 years). VTRWX (0.35) is less costly to investors than LIRIX (0.18). VTRWX is a more actively managed with annual turnover of: 67.00 vs. LIRIX (5.00). 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 : 8.39 vs. VTRWX (7.68). LIRIX return over 5 years is better than : 23.01 vs. VTRWX (12.20).
| LIRIX | VTRWX | LIRIX / VTRWX | |
| Total Expense Ratio | 0.14 | 0.25 | 56% |
| Annual Report Gross Expense Ratio | 0.18 | 0.35 | 51% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.307 | 0.759 | 172% |
| 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 | 2.38 | 121% |
| Returns for 1 year | 8.39 | 7.68 | 109% |
| Returns for 3 years | 14.28 | 12.51 | 114% |
| Returns for 5 years | 23.01 | 12.20 | 189% |
| Returns for 10 years | 48.54 | N/A | - |
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