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LIRKX vs VTRWX
LIRKX vs VTRWX Comparison Chart
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LIRKX vs. VTRWX commentary
May 23, 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 Hold and VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. VTRWX (103M). LIRKX pays higher dividends than VTRWX: LIRKX (2.91) vs VTRWX (2.37). LIRKX was incepted earlier than VTRWX: LIRKX (14 years) vs VTRWX (9 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 annual gain was more profitable for investors over the last year : 7.02 vs. VTRWX (6.46). LIRKX return over 5 years is better than : 24.82 vs. VTRWX (12.84).
| 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 | 9 years | - |
| Gain YTD | 2.616 | 2.087 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 103M | 12,816% |
| Annual Yield % from dividends | 2.91 | 2.37 | 123% |
| Returns for 1 year | 7.02 | 6.46 | 109% |
| Returns for 3 years | 17.53 | 15.58 | 112% |
| Returns for 5 years | 24.82 | 12.84 | 193% |
| Returns for 10 years | 50.92 | N/A | - |
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