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BFIAX vs LIPNX
BFIAX vs LIPNX Comparison
Open Charts BFIAX vs LIPNX
BFIAX vs LIPNX Comparison Chart in %
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BFIAX vs. LIPNX commentary
Jun 23, 2026
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: 13.2B vs. LIPNX (108M). LIPNX pays higher dividends than BFIAX: LIPNX (4.09) vs BFIAX (3.26). BFIAX was incepted earlier than LIPNX: BFIAX (14 years) vs LIPNX (9 years). BFIAX (0.66) is less costly to investors than LIPNX (0.52). LIPNX is a more actively managed with annual turnover of: 68.00 vs. BFIAX (12.00). BFIAX has a lower initial minimum investment than LIPNX: BFIAX (250) vs LIPNX (1000000). LIPNX annual gain was more profitable for investors over the last year : 3.77 vs. BFIAX (2.76). LIPNX return over 5 years is better than : 2.04 vs. BFIAX (0.26).
| BFIAX | LIPNX | BFIAX / LIPNX | |
| Total Expense Ratio | 0.66 | 0.35 | 189% |
| Annual Report Gross Expense Ratio | 0.66 | 0.52 | 127% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 0.106 | 0.628 | 17% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 108M | 12,222% |
| Annual Yield % from dividends | 3.26 | 4.09 | 80% |
| Returns for 1 year | 2.76 | 3.77 | 73% |
| Returns for 3 years | 9.97 | 11.22 | 89% |
| Returns for 5 years | 0.26 | 2.04 | 13% |
| Returns for 10 years | 21.04 | N/A | - |
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