LCRIX
Price
$22.87
Change
+$0.14 (+0.62%)
Updated
Jul 3 closing price
Net Assets
536.61M
PATRX
Price
$11.19
Change
-$0.00 (-0.00%)
Updated
Jul 3 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$22.87
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets536.61M
PIMCO All Asset R
Price$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.06B
LCRIX vs PATRX Comparison Chart in %
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LCRIX vs. PATRX 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 PATRX is a Hold.

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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. LCRIX (537M). PATRX pays higher dividends than LCRIX: PATRX (5.61) vs LCRIX (1.62). LCRIX was incepted earlier than PATRX: LCRIX (19 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than LCRIX (1.34). LCRIX is a more actively managed with annual turnover of: 68.00 vs. PATRX (56.00). 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 : 8.47 vs. LCRIX (4.67). PATRX return over 5 years is better than : 36.79 vs. LCRIX (26.26).
LCRIXPATRXLCRIX / PATRX
Total Expense Ratio1.342.5652%
Annual Report Gross Expense Ratio1.342.6551%
Fund Existence19 years19 years-
Gain YTD7.6476.931110%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets537M11.1B5%
Annual Yield % from dividends1.625.6129%
Returns for 1 year4.678.4755%
Returns for 3 years10.3819.0155%
Returns for 5 years26.2636.7971%
Returns for 10 years33.1258.5457%
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