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LSOFX vs QLERX
LSOFX vs QLERX Comparison
Open Charts LSOFX vs QLERX
LS Opportunity Fund Institutional Class
Price$18.36
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets188.64M
LSOFX vs QLERX Comparison Chart in %
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LSOFX vs. QLERX commentary
Jun 20, 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 LSOFX is a Hold and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 5.01B vs. LSOFX (189M). QLERX pays higher dividends than LSOFX: QLERX (6.19) vs LSOFX (0.77). LSOFX was incepted earlier than QLERX: LSOFX (15 years) vs QLERX (11 years). QLERX (5.23) is less costly to investors than LSOFX (2.75). QLERX is a more actively managed with annual turnover of: 362.00 vs. LSOFX (46.61). LSOFX has a lower initial minimum investment than QLERX: LSOFX (5000) vs QLERX (50000000). QLERX annual gain was more profitable for investors over the last year : 25.75 vs. LSOFX (3.29). QLERX return over 5 years is better than : 187.81 vs. LSOFX (32.62).
| LSOFX | QLERX | LSOFX / QLERX | |
| Total Expense Ratio | 2.70 | 5.23 | 52% |
| Annual Report Gross Expense Ratio | 2.75 | 5.23 | 53% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 0.990 | 15.946 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 5.01B | 4% |
| Annual Yield % from dividends | 0.77 | 6.19 | 12% |
| Returns for 1 year | 3.29 | 25.75 | 13% |
| Returns for 3 years | 23.58 | 84.96 | 28% |
| Returns for 5 years | 32.62 | 187.81 | 17% |
| Returns for 10 years | 46.71 | 158.13 | 30% |
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