Interact to see
Advertisement
Advertisement
LIRPX vs VTRWX
LIRPX vs VTRWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LIRPX vs. VTRWX commentary
Jul 11, 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 VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.3B vs. VTRWX (105M). LIRPX pays higher dividends than VTRWX: LIRPX (2.49) vs VTRWX (2.27). LIRPX was incepted earlier than VTRWX: LIRPX (7 years) vs VTRWX (10 years). LIRPX (0.42) is less costly to investors than VTRWX (0.35). VTRWX is a more actively managed with annual turnover of: 67.00 vs. LIRPX (39.00). LIRPX has a lower initial minimum investment than VTRWX: LIRPX (1000) vs VTRWX (1000000). VTRWX (8.11) and LIRPX (8.08) have marching annual gain over last year. LIRPX return over 5 years is better than : 21.96 vs. VTRWX (12.95).
| LIRPX | VTRWX | LIRPX / VTRWX | |
| Total Expense Ratio | 0.39 | 0.25 | 156% |
| Annual Report Gross Expense Ratio | 0.42 | 0.35 | 120% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 6.259 | 5.977 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 105M | 12,667% |
| Annual Yield % from dividends | 2.49 | 2.27 | 110% |
| Returns for 1 year | 8.08 | 8.11 | 100% |
| Returns for 3 years | 23.84 | 22.67 | 105% |
| Returns for 5 years | 21.96 | 12.95 | 170% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DPREX | 12.78 | 0.08 | +0.63% |
| Macquarie Global Listed Real Assets A | |||
| CIBCX | 77.47 | 0.29 | +0.38% |
| American Funds Capital Income Bldr C | |||
| FPHAX | 25.31 | N/A | N/A |
| Fidelity Select Pharmaceuticals Port | |||
| HRSMX | 74.04 | N/A | N/A |
| Hood River Small-Cap Growth Instl | |||
| AVDEX | 14.31 | N/A | N/A |
| Avantis® International Equity Instl | |||