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LCRIX vs PASAX
LCRIX vs PASAX Comparison Chart in %
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LCRIX vs. PASAX commentary
Jul 27, 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 (532M). PASAX pays higher dividends than LCRIX: PASAX (5.77) vs LCRIX (1.62). LCRIX was incepted earlier than PASAX: LCRIX (20 years) vs PASAX (22 years). PASAX (2.40) is less costly to investors than LCRIX (1.34). PASAX (40.00) and LCRIX (39.54) have comparable annual turnover. 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 : 8.51 vs. LCRIX (2.91). PASAX return over 5 years is better than : 35.91 vs. LCRIX (22.49).
| LCRIX | PASAX | LCRIX / PASAX | |
| Total Expense Ratio | 1.34 | 2.31 | 58% |
| Annual Report Gross Expense Ratio | 1.34 | 2.40 | 56% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 7.318 | 7.526 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 11.1B | 5% |
| Annual Yield % from dividends | 1.62 | 5.77 | 28% |
| Returns for 1 year | 2.91 | 8.51 | 34% |
| Returns for 3 years | 13.19 | 19.18 | 69% |
| Returns for 5 years | 22.49 | 35.91 | 63% |
| Returns for 10 years | 32.64 | 65.81 | 50% |
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