LCORX
Price
$22.70
Change
+$0.03 (+0.13%)
Updated
Jul 25 closing price
Net Assets
531.75M
PATRX
Price
$11.23
Change
-$0.03 (-0.27%)
Updated
Jul 25 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$22.70
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets531.75M
PIMCO All Asset R
Price$11.23
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets11.06B
LCORX vs PATRX Comparison Chart in %
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LCORX vs. PATRX commentary
Jul 28, 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 (532M). PATRX pays higher dividends than LCORX: PATRX (5.61) vs LCORX (1.35). 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 : 8.16 vs. LCORX (2.75). PATRX return over 5 years is better than : 34.25 vs. LCORX (21.76).
LCORXPATRXLCORX / PATRX
Total Expense Ratio1.432.5656%
Annual Report Gross Expense Ratio1.432.6554%
Fund Existence30 years20 years-
Gain YTD7.2237.31399%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets532M11.1B5%
Annual Yield % from dividends1.355.6124%
Returns for 1 year2.758.1634%
Returns for 3 years12.7618.2570%
Returns for 5 years21.7634.2564%
Returns for 10 years31.3161.6751%
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