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BFIAX vs LIPRX
BFIAX vs LIPRX Comparison
Open Charts BFIAX vs LIPRX
American Funds Inflation Linked Bd A
Price$9.50
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets13.47B
Loomis Sayles Inflation Prtctd Secs Ret
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets104.94M
BFIAX vs LIPRX Comparison Chart
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BFIAX vs. LIPRX commentary
Apr 26, 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 LIPRX is a Hold.
FUNDAMENTALS
Fundamentals
BFIAX has more cash in the bank: 13.5B vs. LIPRX (105M). LIPRX pays higher dividends than BFIAX: LIPRX (3.76) vs BFIAX (1.76). BFIAX was incepted earlier than LIPRX: BFIAX (12 years) vs LIPRX (15 years). LIPRX (0.89) is less costly to investors than BFIAX (0.69). LIPRX is a more actively managed with annual turnover of: 40.00 vs. BFIAX (23.00). BFIAX has a lower initial minimum investment than LIPRX: BFIAX (250) vs LIPRX (2500). BFIAX annual gain was more profitable for investors over the last year : 8.20 vs. LIPRX (6.87). LIPRX return over 5 years is better than : 4.71 vs. BFIAX (2.43).
| BFIAX | LIPRX | BFIAX / LIPRX | |
| Total Expense Ratio | 0.69 | 0.65 | 106% |
| Annual Report Gross Expense Ratio | 0.69 | 0.89 | 78% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 4.281 | 3.252 | 132% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 105M | 12,857% |
| Annual Yield % from dividends | 1.76 | 3.76 | 47% |
| Returns for 1 year | 8.20 | 6.87 | 119% |
| Returns for 3 years | -1.08 | -0.15 | 723% |
| Returns for 5 years | 2.43 | 4.71 | 51% |
| Returns for 10 years | 18.90 | 21.44 | 88% |
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