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LIRPX vs VSZJX
LIRPX vs VSZJX Comparison Chart in %
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LIRPX vs. VSZJX 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 LIRPX is a StrongBuy and VSZJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. VSZJX (562M). VSZJX pays higher dividends than LIRPX: VSZJX (2.82) vs LIRPX (2.49). LIRPX was incepted earlier than VSZJX: LIRPX (7 years) vs VSZJX (10 years). LIRPX (0.42) and VSZJX (0.42) have similar cost to investors . LIRPX is a more actively managed with annual turnover of: 39.00 vs. VSZJX (28.00). VSZJX has a lower initial minimum investment than LIRPX: VSZJX (0) vs LIRPX (1000). VSZJX (7.97) and LIRPX (7.84) have marching annual gain over last year. LIRPX return over 5 years is better than : 20.31 vs. VSZJX (6.34).
| LIRPX | VSZJX | LIRPX / VSZJX | |
| Total Expense Ratio | 0.39 | 0.16 | 244% |
| Annual Report Gross Expense Ratio | 0.42 | 0.42 | 100% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 6.405 | 6.337 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 562M | 2,349% |
| Annual Yield % from dividends | 2.49 | 2.82 | 88% |
| Returns for 1 year | 7.84 | 7.97 | 98% |
| Returns for 3 years | 20.18 | 9.10 | 222% |
| Returns for 5 years | 20.31 | 6.34 | 320% |
| Returns for 10 years | N/A | 32.76 | - |
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