Interact to see
Advertisement
Advertisement
LCRIX vs PASAX
LCRIX vs PASAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCRIX vs. PASAX 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 LCRIX is a Buy and PASAX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11.1B vs. LCRIX (537M). PASAX pays higher dividends than LCRIX: PASAX (5.77) vs LCRIX (1.62). LCRIX was incepted earlier than PASAX: LCRIX (19 years) vs PASAX (22 years). PASAX (2.40) is less costly to investors than LCRIX (1.34). LCRIX is a more actively managed with annual turnover of: 68.00 vs. PASAX (56.00). PASAX has a lower initial minimum investment than LCRIX: PASAX (1000) vs LCRIX (100000). PASAX annual gain was more profitable for investors over the last year : 8.72 vs. LCRIX (4.67). PASAX return over 5 years is better than : 38.58 vs. LCRIX (26.26).
| LCRIX | PASAX | LCRIX / PASAX | |
| Total Expense Ratio | 1.34 | 2.31 | 58% |
| Annual Report Gross Expense Ratio | 1.34 | 2.40 | 56% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 7.647 | 7.147 | 107% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 11.1B | 5% |
| Annual Yield % from dividends | 1.62 | 5.77 | 28% |
| Returns for 1 year | 4.67 | 8.72 | 54% |
| Returns for 3 years | 10.38 | 20.05 | 52% |
| Returns for 5 years | 26.26 | 38.58 | 68% |
| Returns for 10 years | 33.12 | 62.77 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers