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BFIAX vs LIPNX
BFIAX vs LIPNX Comparison
Open Charts BFIAX vs LIPNX
American Funds Inflation Linked Bd A
Price$9.46
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets13.38B
Loomis Sayles Inflation Protected Secs N
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets102.43M
BFIAX vs LIPNX Comparison Chart
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BFIAX vs. LIPNX commentary
May 11, 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 BFIAX is a Hold and LIPNX is a Hold.
FUNDAMENTALS
Fundamentals
BFIAX has more cash in the bank: 13.4B vs. LIPNX (102M). LIPNX pays higher dividends than BFIAX: LIPNX (4.04) vs BFIAX (1.75). BFIAX was incepted earlier than LIPNX: BFIAX (12 years) vs LIPNX (8 years). BFIAX (0.69) is less costly to investors than LIPNX (0.56). LIPNX is a more actively managed with annual turnover of: 40.00 vs. BFIAX (23.00). BFIAX has a lower initial minimum investment than LIPNX: BFIAX (250) vs LIPNX (1000000). BFIAX annual gain was more profitable for investors over the last year : 6.43 vs. LIPNX (5.49). LIPNX return over 5 years is better than : 6.87 vs. BFIAX (2.38).
| BFIAX | LIPNX | BFIAX / LIPNX | |
| Total Expense Ratio | 0.69 | 0.35 | 197% |
| Annual Report Gross Expense Ratio | 0.69 | 0.56 | 123% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 3.842 | 3.097 | 124% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 102M | 13,137% |
| Annual Yield % from dividends | 1.75 | 4.04 | 43% |
| Returns for 1 year | 6.43 | 5.49 | 117% |
| Returns for 3 years | 1.41 | 3.43 | 41% |
| Returns for 5 years | 2.38 | 6.87 | 35% |
| Returns for 10 years | 20.26 | N/A | - |
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