LCORX
Price
$22.78
Change
+$0.14 (+0.62%)
Updated
Jul 3 closing price
Net Assets
536.61M
PATRX
Price
$11.19
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.06B
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LCORX vs PATRX

Header iconLCORX vs PATRX Comparison
Open Charts LCORX vs PATRXBanner chart's image
Leuthold Core Investment Retail
Price$22.78
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets536.61M
PIMCO All Asset R
Price$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.06B
LCORX vs PATRX Comparison Chart in %
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LCORX vs. PATRX commentary
Jul 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 LCORX is a Buy and PATRX is a Hold.

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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. LCORX (537M). PATRX pays higher dividends than LCORX: PATRX (5.61) vs LCORX (1.35). LCORX was incepted earlier than PATRX: LCORX (30 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than LCORX (1.43). LCORX is a more actively managed with annual turnover of: 68.00 vs. PATRX (56.00). PATRX has a lower initial minimum investment than LCORX: PATRX (0) vs LCORX (10000). PATRX annual gain was more profitable for investors over the last year : 8.47 vs. LCORX (4.56). PATRX return over 5 years is better than : 36.79 vs. LCORX (25.50).
LCORXPATRXLCORX / PATRX
Total Expense Ratio1.432.5656%
Annual Report Gross Expense Ratio1.432.6554%
Fund Existence30 years19 years-
Gain YTD7.6016.931110%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets537M11.1B5%
Annual Yield % from dividends1.355.6124%
Returns for 1 year4.568.4754%
Returns for 3 years10.3719.0155%
Returns for 5 years25.5036.7969%
Returns for 10 years31.8458.5454%
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