Interact to see
Advertisement
Advertisement
LIRPX vs VTRWX
LIRPX vs VTRWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LIRPX vs. VTRWX commentary
May 25, 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 VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.3B vs. VTRWX (104M). LIRPX pays higher dividends than VTRWX: LIRPX (2.62) vs VTRWX (2.37). LIRPX was incepted earlier than VTRWX: LIRPX (7 years) vs VTRWX (9 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). LIRPX (7.35) and VTRWX (7.18) have marching annual gain over last year. LIRPX return over 5 years is better than : 23.08 vs. VTRWX (13.05).
| 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 | 9 years | - |
| Gain YTD | 2.547 | 2.277 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 104M | 12,788% |
| Annual Yield % from dividends | 2.62 | 2.37 | 110% |
| Returns for 1 year | 7.35 | 7.18 | 102% |
| Returns for 3 years | 16.40 | 15.57 | 105% |
| Returns for 5 years | 23.08 | 13.05 | 177% |
| 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