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LSHEX vs LSHUX
LSHEX vs LSHUX Comparison
Open Charts LSHEX vs LSHUX
Kinetics Spin-Off and Corp Rest No Load
Price$27.97
Change-$0.99 (-3.42%)
VolumeN/A
Net Assets29.34M
Kinetics Spin-Off and Corp Rest Instl
Price$27.64
Change+$0.39 (+1.43%)
VolumeN/A
Net Assets29.34M
LSHEX vs LSHUX Comparison Chart in %
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LSHEX vs. LSHUX commentary
Sep 06, 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 LSHEX is a StrongBuy and LSHUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSHEX (29.3M) and LSHUX (29.3M) have equal amount of cash in the bank . LSHUX pays higher dividends than LSHEX: LSHUX (1.40) vs LSHEX (1.31). LSHEX was incepted earlier than LSHUX: LSHEX (8 years) vs LSHUX (18 years). LSHEX (1.81) and LSHUX (1.76) have similar cost to investors . LSHEX (6.00) and LSHUX (6.00) have comparable annual turnover. LSHEX has a lower initial minimum investment than LSHUX: LSHEX (2500) vs LSHUX (1000000). LSHUX (7.36) and LSHEX (7.32) have marching annual gain over last year. LSHUX (183.20) and LSHEX (182.72) have equivalent 5 years return.
| LSHEX | LSHUX | LSHEX / LSHUX | |
| Total Expense Ratio | 1.49 | 1.29 | 116% |
| Annual Report Gross Expense Ratio | 1.81 | 1.76 | 103% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -14.623 | -14.533 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 29.3M | 100% |
| Annual Yield % from dividends | 1.31 | 1.40 | 93% |
| Returns for 1 year | 7.32 | 7.36 | 100% |
| Returns for 3 years | 28.12 | 27.90 | 101% |
| Returns for 5 years | 182.72 | 183.20 | 100% |
| Returns for 10 years | N/A | 211.04 | - |
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