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LIRPX vs PHJFX
LIRPX vs PHJFX Comparison Chart in %
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LIRPX vs. PHJFX commentary
Jul 17, 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 LIRPX is a Hold and PHJFX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. PHJFX (176M). PHJFX pays higher dividends than LIRPX: PHJFX (2.80) vs LIRPX (2.49). LIRPX was incepted earlier than PHJFX: LIRPX (7 years) vs PHJFX (7 years). PHJFX (0.52) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. PHJFX (24.10). LIRPX (1000) and PHJFX (1000) have matching initial minimum investment requirements. LIRPX annual gain was more profitable for investors over the last year : 6.04 vs. PHJFX (5.30). LIRPX return over 5 years is better than : 20.31 vs. PHJFX (10.95).
| LIRPX | PHJFX | LIRPX / PHJFX | |
| Total Expense Ratio | 0.39 | 0.52 | 75% |
| Annual Report Gross Expense Ratio | 0.42 | 0.52 | 81% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 5.531 | 4.790 | 115% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 176M | 7,500% |
| Annual Yield % from dividends | 2.49 | 2.80 | 89% |
| Returns for 1 year | 6.04 | 5.30 | 114% |
| Returns for 3 years | 23.88 | 18.22 | 131% |
| Returns for 5 years | 20.31 | 10.95 | 185% |
| Returns for 10 years | N/A | N/A | - |
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