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LIRPX vs VTRWX
LIRPX vs VTRWX Comparison Chart
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LIRPX vs. VTRWX commentary
Apr 30, 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 VTRWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. VTRWX (104M). LIRPX pays higher dividends than VTRWX: LIRPX (2.63) vs VTRWX (2.38). LIRPX was incepted earlier than VTRWX: LIRPX (7 years) vs VTRWX (9 years). LIRPX (0.43) 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 annual gain was more profitable for investors over the last year : 8.05 vs. VTRWX (7.55). LIRPX return over 5 years is better than : 22.64 vs. VTRWX (13.05).
| LIRPX | VTRWX | LIRPX / VTRWX | |
| Total Expense Ratio | 0.39 | 0.25 | 156% |
| Annual Report Gross Expense Ratio | 0.43 | 0.35 | 123% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 1.456 | 1.044 | 139% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 104M | 12,692% |
| Annual Yield % from dividends | 2.63 | 2.38 | 110% |
| Returns for 1 year | 8.05 | 7.55 | 107% |
| Returns for 3 years | 13.67 | 12.83 | 107% |
| Returns for 5 years | 22.64 | 13.05 | 174% |
| Returns for 10 years | N/A | N/A | - |
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