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BFIAX vs LIPRX
BFIAX vs LIPRX Comparison
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BFIAX vs LIPRX Comparison Chart in %
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BFIAX vs. LIPRX commentary
Jun 16, 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 LIPRX is a Hold.
FUNDAMENTALS
Fundamentals
BFIAX has more cash in the bank: 13.2B vs. LIPRX (109M). LIPRX pays higher dividends than BFIAX: LIPRX (3.81) vs BFIAX (3.26). BFIAX was incepted earlier than LIPRX: BFIAX (14 years) vs LIPRX (16 years). LIPRX (0.86) is less costly to investors than BFIAX (0.66). LIPRX is a more actively managed with annual turnover of: 68.00 vs. BFIAX (12.00). BFIAX has a lower initial minimum investment than LIPRX: BFIAX (250) vs LIPRX (2500). BFIAX (4.41) and LIPRX (4.33) have marching annual gain over last year. BFIAX return over 5 years is better than : 1.68 vs. LIPRX (1.05).
| BFIAX | LIPRX | BFIAX / LIPRX | |
| Total Expense Ratio | 0.66 | 0.65 | 102% |
| Annual Report Gross Expense Ratio | 0.66 | 0.86 | 77% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 1.062 | 0.977 | 109% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 109M | 12,110% |
| Annual Yield % from dividends | 3.26 | 3.81 | 86% |
| Returns for 1 year | 4.41 | 4.33 | 102% |
| Returns for 3 years | 11.14 | 11.51 | 97% |
| Returns for 5 years | 1.68 | 1.05 | 160% |
| Returns for 10 years | 23.08 | 25.97 | 89% |
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