LCORX
Price
$23.04
Change
-$0.01 (-0.04%)
Updated
Aug 15 closing price
Net Assets
537.14M
PATRX
Price
$11.31
Change
-$0.01 (-0.09%)
Updated
Aug 15 closing price
Net Assets
10.86B
Interact to see
Advertisement

LCORX vs PATRX

Header iconLCORX vs PATRX Comparison
Open Charts LCORX vs PATRXBanner chart's image
Leuthold Core Investment Retail
Price$23.04
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets537.14M
PIMCO All Asset R
Price$11.31
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.86B
LCORX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LCORX vs. PATRX commentary
Aug 18, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. LCORX (537M). PATRX pays higher dividends than LCORX: PATRX (5.62) vs LCORX (1.36). LCORX was incepted earlier than PATRX: LCORX (30 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than LCORX (1.43). PATRX (40.00) and LCORX (39.54) have comparable annual turnover. 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 : 7.46 vs. LCORX (3.51). PATRX return over 5 years is better than : 33.79 vs. LCORX (20.40).
LCORXPATRXLCORX / PATRX
Total Expense Ratio1.432.5656%
Annual Report Gross Expense Ratio1.432.6554%
Fund Existence30 years20 years-
Gain YTD8.8298.078109%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets537M10.9B5%
Annual Yield % from dividends1.365.6224%
Returns for 1 year3.517.4647%
Returns for 3 years10.8814.6274%
Returns for 5 years20.4033.7960%
Returns for 10 years32.2965.3349%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GCBLX36.090.02
+0.06%
Green Century Balanced
VBAIX51.15-0.12
-0.23%
Vanguard Balanced Index I
STRBX20.10-0.13
-0.64%
Sterling Capital Behav Sm Cp Val Eq R6
JSERX54.05-0.43
-0.79%
JPMorgan Small Cap Equity R5
FAIRX33.02-0.30
-0.90%
Fairholme