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FBITX vs LIPPX
FBITX vs LIPPX Comparison Chart
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FBITX vs. LIPPX commentary
May 22, 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 FBITX is a Hold and LIPPX is a Hold.
FUNDAMENTALS
Fundamentals
FBITX has more cash in the bank: 35.9B vs. LIPPX (9.94B). LIPPX pays higher dividends than FBITX: LIPPX (1.92) vs FBITX (1.27). FBITX was incepted earlier than LIPPX: FBITX (11 years) vs LIPPX (7 years). FBITX (0.46) and LIPPX (0.44) have similar cost to investors . LIPPX is a more actively managed with annual turnover of: 16.00 vs. FBITX (5.00). FBITX has a lower initial minimum investment than LIPPX: FBITX (250) vs LIPPX (1000). LIPPX annual gain was more profitable for investors over the last year : 10.93 vs. FBITX (7.53). LIPPX return over 5 years is better than : 84.95 vs. FBITX (48.61).
| FBITX | LIPPX | FBITX / LIPPX | |
| Total Expense Ratio | 0.46 | 0.39 | 118% |
| Annual Report Gross Expense Ratio | 0.46 | 0.44 | 105% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 3.907 | 4.924 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9B | 9.94B | 361% |
| Annual Yield % from dividends | 1.27 | 1.92 | 66% |
| Returns for 1 year | 7.53 | 10.93 | 69% |
| Returns for 3 years | 28.85 | 42.25 | 68% |
| Returns for 5 years | 48.61 | 84.95 | 57% |
| Returns for 10 years | 66.66 | N/A | - |
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