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BFIAX vs LIPRX
BFIAX vs LIPRX Comparison
Open Charts BFIAX vs LIPRX
American Funds Inflation Linked Bd A
Price$9.37
Change-$0.06 (-0.64%)
VolumeN/A
Net Assets13.4B
Loomis Sayles Inflation Prtctd Secs Ret
Price$9.60
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets101.61M
BFIAX vs LIPRX Comparison Chart
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BFIAX vs. LIPRX commentary
Jun 08, 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: 13.4B vs. LIPRX (102M). LIPRX pays higher dividends than BFIAX: LIPRX (3.78) vs BFIAX (1.77). 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 : 4.16 vs. LIPRX (3.88). LIPRX return over 5 years is better than : 4.98 vs. BFIAX (1.40).
| 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 | 2.854 | 3.145 | 91% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 102M | 13,137% |
| Annual Yield % from dividends | 1.77 | 3.78 | 47% |
| Returns for 1 year | 4.16 | 3.88 | 107% |
| Returns for 3 years | -1.11 | 1.20 | -92% |
| Returns for 5 years | 1.40 | 4.98 | 28% |
| Returns for 10 years | 20.25 | 24.64 | 82% |
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