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LIRIX vs VTRWX
LIRIX vs VTRWX Comparison Chart in %
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LIRIX vs. VTRWX commentary
Jul 11, 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: 13.3B vs. VTRWX (105M). LIRIX pays higher dividends than VTRWX: LIRIX (2.73) vs VTRWX (2.27). LIRIX was incepted earlier than VTRWX: LIRIX (14 years) vs VTRWX (10 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 (8.32) and VTRWX (8.11) have marching annual gain over last year. LIRIX return over 5 years is better than : 23.48 vs. VTRWX (12.95).
| 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 | 10 years | - |
| Gain YTD | 6.391 | 5.977 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 105M | 12,667% |
| Annual Yield % from dividends | 2.73 | 2.27 | 120% |
| Returns for 1 year | 8.32 | 8.11 | 103% |
| Returns for 3 years | 24.74 | 22.67 | 109% |
| Returns for 5 years | 23.48 | 12.95 | 181% |
| Returns for 10 years | 58.57 | N/A | - |
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