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LIRPX vs PHJFX
LIRPX vs PHJFX Comparison Chart
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LIRPX vs. PHJFX commentary
May 01, 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 Buy and PHJFX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.3B vs. PHJFX (169M). PHJFX pays higher dividends than LIRPX: PHJFX (2.92) vs LIRPX (2.63). LIRPX was incepted earlier than PHJFX: LIRPX (7 years) vs PHJFX (7 years). PHJFX (0.52) is less costly to investors than LIRPX (0.43). 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 : 9.34 vs. PHJFX (7.52). LIRPX return over 5 years is better than : 24.56 vs. PHJFX (12.80).
| LIRPX | PHJFX | LIRPX / PHJFX | |
| Total Expense Ratio | 0.39 | 0.52 | 75% |
| Annual Report Gross Expense Ratio | 0.43 | 0.52 | 83% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 1.820 | 1.075 | 169% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 169M | 7,870% |
| Annual Yield % from dividends | 2.63 | 2.92 | 90% |
| Returns for 1 year | 9.34 | 7.52 | 124% |
| Returns for 3 years | 14.08 | 10.09 | 139% |
| Returns for 5 years | 24.56 | 12.80 | 192% |
| Returns for 10 years | N/A | N/A | - |
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