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LIRPX vs PHJFX
LIRPX vs PHJFX Comparison Chart
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LIRPX vs. PHJFX commentary
Jun 04, 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 StrongBuy and PHJFX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.4B vs. PHJFX (173M). PHJFX pays higher dividends than LIRPX: PHJFX (2.86) vs LIRPX (2.58). 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 : 8.10 vs. PHJFX (6.70). LIRPX return over 5 years is better than : 20.34 vs. PHJFX (10.67).
| 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 | 3.421 | 2.835 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 173M | 7,746% |
| Annual Yield % from dividends | 2.58 | 2.86 | 90% |
| Returns for 1 year | 8.10 | 6.70 | 121% |
| Returns for 3 years | 15.96 | 11.90 | 134% |
| Returns for 5 years | 20.34 | 10.67 | 191% |
| Returns for 10 years | N/A | N/A | - |
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