LSHAX
Price
$35.85
Change
-$1.30 (-3.50%)
Updated
May 8 closing price
Net Assets
41.51M
LSHUX
Price
$36.14
Change
-$1.31 (-3.50%)
Updated
May 8 closing price
Net Assets
41.51M
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LSHAX vs LSHUX

Header iconLSHAX vs LSHUX Comparison
Open Charts LSHAX vs LSHUXBanner chart's image
Kinetics Spin-Off and Corp Rest Adv A
Price$35.85
Change-$1.30 (-3.50%)
VolumeN/A
Net Assets41.51M
Kinetics Spin-Off and Corp Rest Instl
Price$36.14
Change-$1.31 (-3.50%)
VolumeN/A
Net Assets41.51M
LSHAX vs LSHUX Comparison Chart
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LSHAX vs. LSHUX commentary
May 09, 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 LSHAX is a Buy and LSHUX is a Buy.

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FUNDAMENTALS
Fundamentals
LSHAX (41.5M) and LSHUX (41.5M) have equal amount of cash in the bank . LSHUX pays higher dividends than LSHAX: LSHUX (1.09) vs LSHAX (0.81). LSHAX was incepted earlier than LSHUX: LSHAX (18 years) vs LSHUX (18 years). LSHAX (2.21) is less costly to investors than LSHUX (1.91). LSHAX (6.00) and LSHUX (6.00) have comparable annual turnover. LSHAX has a lower initial minimum investment than LSHUX: LSHAX (2500) vs LSHUX (1000000). LSHUX (91.66) and LSHAX (91.20) have marching annual gain over last year. LSHUX (323.85) and LSHAX (318.73) have equivalent 5 years return.
LSHAXLSHUXLSHAX / LSHUX
Total Expense Ratio1.631.38118%
Annual Report Gross Expense Ratio2.211.91116%
Fund Existence18 years18 years-
Gain YTD15.73215.801100%
Front Load6%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets41.5M41.5M100%
Annual Yield % from dividends0.811.0974%
Returns for 1 year91.2091.6699%
Returns for 3 years110.91112.4599%
Returns for 5 years318.73323.8598%
Returns for 10 years270.28278.3897%
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