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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
Sep 21, 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: 12.1B vs. LIPNX (99M). LIPNX pays higher dividends than BFIAX: LIPNX (5.32) vs BFIAX (3.31). BFIAX was incepted earlier than LIPNX: BFIAX (14 years) vs LIPNX (10 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 : -1.07 vs. BFIAX (-1.78). LIPNX return over 5 years is better than : -2.15 vs. BFIAX (-3.82).
| 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 | 10 years | - |
| Gain YTD | -1.592 | -0.964 | 165% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 99M | 12,222% |
| Annual Yield % from dividends | 3.31 | 5.32 | 62% |
| Returns for 1 year | -1.78 | -1.07 | 165% |
| Returns for 3 years | 10.29 | 11.49 | 90% |
| Returns for 5 years | -3.82 | -2.15 | 177% |
| Returns for 10 years | 18.98 | N/A | - |
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