Ad is loading...
FILBX vs LIPNX
FILBX vs LIPNX Comparison
Open Charts FILBX vs LIPNX
American Funds Inflation Linked Bd F3
Price$9.61
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Inflation Protected Secs N
Price$9.89
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FILBX vs LIPNX Comparison Chart
Loading...
FILBX vs. LIPNX commentary
Sep 22, 2024
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 FILBX is a Hold and LIPNX is a Hold.
FUNDAMENTALS
Fundamentals
FILBX has more cash in the bank: 13.8B vs. LIPNX (108M). LIPNX pays higher dividends than FILBX: LIPNX (3.87) vs FILBX (1.26). FILBX was incepted earlier than LIPNX: FILBX (8 years) vs LIPNX (8 years). LIPNX is a more actively managed with annual turnover of: 36.00 vs. FILBX (8.00). FILBX (1000000) and LIPNX (1000000) have matching initial minimum investment requirements. LIPNX (9.46) and FILBX (9.46) have marching annual gain over last year. LIPNX return over 5 years is better than : 13.46 vs. FILBX (12.52).
| FILBX | LIPNX | FILBX / LIPNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 5.257 | 5.163 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 108M | 12,778% |
| Annual Yield % from dividends | 1.26 | 3.87 | 33% |
| Returns for 1 year | 9.46 | 9.46 | 100% |
| Returns for 3 years | -4.45 | -4.64 | 96% |
| Returns for 5 years | 12.52 | 13.46 | 93% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers