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LSIZX vs PONRX
LSIZX vs PONRX Comparison
Open Charts LSIZX vs PONRX
LSIZX vs PONRX Comparison Chart in %
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LSIZX vs. PONRX commentary
Jun 04, 2026
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 LSIZX is a Hold and PONRX is a Hold.
FUNDAMENTALS
Fundamentals
PONRX has more cash in the bank: 228B vs. LSIZX (5.99B). LSIZX (5.36) and PONRX (5.18) have matching dividends . LSIZX was incepted earlier than PONRX: LSIZX (27 years) vs PONRX (19 years). PONRX (1.19) is less costly to investors than LSIZX (0.69). PONRX is a more actively managed with annual turnover of: 711.00 vs. LSIZX (232.00). PONRX has a lower initial minimum investment than LSIZX: PONRX (0) vs LSIZX (2000). PONRX annual gain was more profitable for investors over the last year : 7.69 vs. LSIZX (5.61). PONRX return over 5 years is better than : 16.52 vs. LSIZX (10.32).
| LSIZX | PONRX | LSIZX / PONRX | |
| Total Expense Ratio | 0.69 | 1.19 | 58% |
| Annual Report Gross Expense Ratio | 0.69 | 1.19 | 58% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 1.537 | 0.723 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 228B | 3% |
| Annual Yield % from dividends | 5.36 | 5.18 | 104% |
| Returns for 1 year | 5.61 | 7.69 | 73% |
| Returns for 3 years | 21.86 | 23.08 | 95% |
| Returns for 5 years | 10.32 | 16.52 | 63% |
| Returns for 10 years | 42.92 | 50.43 | 85% |
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