Interact to see
Advertisement
Advertisement
LSHEX vs LSHUX
LSHEX vs LSHUX Comparison
Open Charts LSHEX vs LSHUX
Kinetics Spin-Off and Corp Rest No Load
Price$33.58
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets35.49M
Kinetics Spin-Off and Corp Rest Instl
Price$32.04
Change-$0.20 (-0.62%)
VolumeN/A
Net Assets35.49M
LSHEX vs LSHUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSHEX vs. LSHUX commentary
Jun 07, 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 LSHEX is a StrongBuy and LSHUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSHEX (35.5M) and LSHUX (35.5M) have equal amount of cash in the bank . LSHUX pays higher dividends than LSHEX: LSHUX (1.21) vs LSHEX (1.13). LSHEX was incepted earlier than LSHUX: LSHEX (7 years) vs LSHUX (18 years). LSHEX (1.96) and LSHUX (1.91) have similar cost to investors . LSHEX (6.00) and LSHUX (6.00) have comparable annual turnover. LSHEX has a lower initial minimum investment than LSHUX: LSHEX (2500) vs LSHUX (1000000). LSHUX (57.51) and LSHEX (57.47) have marching annual gain over last year. LSHUX (208.49) and LSHEX (207.86) have equivalent 5 years return.
| LSHEX | LSHUX | LSHEX / LSHUX | |
| Total Expense Ratio | 1.58 | 1.38 | 114% |
| Annual Report Gross Expense Ratio | 1.96 | 1.91 | 103% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | -0.354 | -0.309 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5M | 35.5M | 100% |
| Annual Yield % from dividends | 1.13 | 1.21 | 93% |
| Returns for 1 year | 57.47 | 57.51 | 100% |
| Returns for 3 years | 54.73 | 54.45 | 101% |
| Returns for 5 years | 207.86 | 208.49 | 100% |
| Returns for 10 years | N/A | 226.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement