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LTUIX vs VFIRX
LTUIX vs VFIRX Comparison
Open Charts LTUIX vs VFIRX
LTUIX vs VFIRX Comparison Chart in %
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LTUIX vs. VFIRX commentary
Sep 15, 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 LTUIX is a Hold and VFIRX is a Hold.
FUNDAMENTALS
Fundamentals
VFIRX has more cash in the bank: 5.7B vs. LTUIX (74M). VFIRX pays higher dividends than LTUIX: VFIRX (3.88) vs LTUIX (3.02). LTUIX was incepted earlier than VFIRX: LTUIX (30 years) vs VFIRX (26 years). LTUIX (0.70) is less costly to investors than VFIRX (0.10). VFIRX is a more actively managed with annual turnover of: 421.00 vs. LTUIX (22.17). VFIRX has a lower initial minimum investment than LTUIX: VFIRX (50000) vs LTUIX (2500000). LTUIX annual gain was more profitable for investors over the last year : 0.35 vs. VFIRX (-2.31). LTUIX return over 5 years is better than : 3.92 vs. VFIRX (-9.11).
| LTUIX | VFIRX | LTUIX / VFIRX | |
| Total Expense Ratio | 0.67 | 0.10 | 670% |
| Annual Report Gross Expense Ratio | 0.70 | 0.10 | 700% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -0.566 | -2.314 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 50000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74M | 5.7B | 1% |
| Annual Yield % from dividends | 3.02 | 3.88 | 78% |
| Returns for 1 year | 0.35 | -2.31 | -15% |
| Returns for 3 years | 12.95 | -0.21 | -6,300% |
| Returns for 5 years | 3.92 | -9.11 | -43% |
| Returns for 10 years | 12.86 | -6.00 | -214% |
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