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LSVFX vs PRIKX
LSVFX vs PRIKX Comparison
Open Charts LSVFX vs PRIKX
LSV Global Managed Volatility Instl
Price$11.05
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets9.79M
T. Rowe Price Real Assets I
Price$15.24
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets10.83B
LSVFX vs PRIKX Comparison Chart
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LSVFX vs. PRIKX commentary
Jun 15, 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 LSVFX is a Buy and PRIKX is a Hold.
FUNDAMENTALS
Fundamentals
PRIKX has more cash in the bank: 10.8B vs. LSVFX (9.79M). LSVFX pays higher dividends than PRIKX: LSVFX (2.48) vs PRIKX (1.82). LSVFX was incepted earlier than PRIKX: LSVFX (11 years) vs PRIKX (10 years). LSVFX (1.14) is less costly to investors than PRIKX (0.67). PRIKX is a more actively managed with annual turnover of: 41.30 vs. LSVFX (18.00). LSVFX has a lower initial minimum investment than PRIKX: LSVFX (100000) vs PRIKX (500000). PRIKX annual gain was more profitable for investors over the last year : 9.73 vs. LSVFX (5.50). PRIKX return over 5 years is better than : 59.96 vs. LSVFX (40.49).
| LSVFX | PRIKX | LSVFX / PRIKX | |
| Total Expense Ratio | 0.75 | 0.67 | 112% |
| Annual Report Gross Expense Ratio | 1.14 | 0.67 | 170% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 10.721 | 9.957 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79M | 10.8B | 0% |
| Annual Yield % from dividends | 2.48 | 1.82 | 136% |
| Returns for 1 year | 5.50 | 9.73 | 57% |
| Returns for 3 years | 15.79 | 20.33 | 78% |
| Returns for 5 years | 40.49 | 59.96 | 68% |
| Returns for 10 years | 47.31 | N/A | - |
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