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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$33.01
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets33.94M
Kinetics Spin-Off and Corp Rest Instl
Price$31.49
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets33.94M
LSHEX vs LSHUX Comparison Chart in %
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LSHEX vs. LSHUX 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 LSHEX is a StrongBuy and LSHUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSHEX (33.9M) and LSHUX (33.9M) have equal amount of cash in the bank . LSHUX pays higher dividends than LSHEX: LSHUX (1.26) vs LSHEX (1.18). LSHEX was incepted earlier than LSHUX: LSHEX (8 years) vs LSHUX (18 years). LSHEX (1.96) and LSHUX (1.91) 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 (29.78) and LSHEX (29.75) have marching annual gain over last year. LSHUX (225.56) and LSHEX (224.75) have equivalent 5 years return.
| LSHEX | LSHUX | LSHEX / LSHUX | |
| Total Expense Ratio | 1.58 | 1.38 | 114% |
| Annual Report Gross Expense Ratio | 1.96 | 1.91 | 103% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -2.683 | -2.628 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.9M | 33.9M | 100% |
| Annual Yield % from dividends | 1.18 | 1.26 | 93% |
| Returns for 1 year | 29.75 | 29.78 | 100% |
| Returns for 3 years | 66.64 | 66.39 | 100% |
| Returns for 5 years | 224.75 | 225.56 | 100% |
| Returns for 10 years | N/A | 227.16 | - |