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LIRKX vs VTRWX
LIRKX vs VTRWX Comparison Chart in %
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LIRKX vs. VTRWX 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 LIRKX is a StrongBuy and VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. VTRWX (104M). LIRKX pays higher dividends than VTRWX: LIRKX (2.77) vs VTRWX (2.27). LIRKX was incepted earlier than VTRWX: LIRKX (14 years) vs VTRWX (10 years). VTRWX (0.35) is less costly to investors than LIRKX (0.12). VTRWX is a more actively managed with annual turnover of: 67.00 vs. LIRKX (39.00). VTRWX has a lower initial minimum investment than LIRKX: VTRWX (1000000) vs LIRKX (5000000). LIRKX (8.14) and VTRWX (7.99) have marching annual gain over last year. LIRKX return over 5 years is better than : 22.19 vs. VTRWX (11.17).
| LIRKX | VTRWX | LIRKX / VTRWX | |
| Total Expense Ratio | 0.09 | 0.25 | 36% |
| Annual Report Gross Expense Ratio | 0.12 | 0.35 | 34% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 6.613 | 6.357 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 104M | 12,692% |
| Annual Yield % from dividends | 2.77 | 2.27 | 122% |
| Returns for 1 year | 8.14 | 7.99 | 102% |
| Returns for 3 years | 21.22 | 19.58 | 108% |
| Returns for 5 years | 22.19 | 11.17 | 199% |
| Returns for 10 years | 59.24 | N/A | - |
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