LCRIX
Price
$22.80
Change
+$0.04 (+0.18%)
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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LCRIX vs PATRX

Header iconLCRIX vs PATRX Comparison
Open Charts LCRIX vs PATRXBanner chart's image
Leuthold Core Investment Institutional
Price$22.80
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets531.75M
PIMCO All Asset R
Price$11.23
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets11.06B
LCRIX vs PATRX Comparison Chart in %
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LCRIX vs. PATRX 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 PATRX is a Hold.

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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. LCRIX (532M). PATRX pays higher dividends than LCRIX: PATRX (5.61) vs LCRIX (1.62). LCRIX was incepted earlier than PATRX: LCRIX (20 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than LCRIX (1.34). PATRX (40.00) and LCRIX (39.54) have comparable annual turnover. PATRX has a lower initial minimum investment than LCRIX: PATRX (0) vs LCRIX (100000). PATRX annual gain was more profitable for investors over the last year : 8.16 vs. LCRIX (2.91). PATRX return over 5 years is better than : 34.25 vs. LCRIX (22.49).
LCRIXPATRXLCRIX / PATRX
Total Expense Ratio1.342.5652%
Annual Report Gross Expense Ratio1.342.6551%
Fund Existence20 years20 years-
Gain YTD7.3187.313100%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets532M11.1B5%
Annual Yield % from dividends1.625.6129%
Returns for 1 year2.918.1636%
Returns for 3 years13.1918.2572%
Returns for 5 years22.4934.2566%
Returns for 10 years32.6461.6753%
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