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FIQSX vs LFRIX
FIQSX vs LFRIX Comparison Chart
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FIQSX vs. LFRIX commentary
May 25, 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 FIQSX is a Hold and LFRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQSX has more cash in the bank: 14.4B vs. LFRIX (4.64B). FIQSX (8.18) and LFRIX (8.18) have matching dividends . FIQSX was incepted earlier than LFRIX: FIQSX (7 years) vs LFRIX (17 years). FIQSX (0.67) is less costly to investors than LFRIX (0.60). LFRIX is a more actively managed with annual turnover of: 105.00 vs. FIQSX (41.00). FIQSX has a lower initial minimum investment than LFRIX: FIQSX (0) vs LFRIX (1000000). LFRIX (6.38) and FIQSX (6.25) have marching annual gain over last year. LFRIX (43.83) and FIQSX (43.52) have equivalent 5 years return.
| FIQSX | LFRIX | FIQSX / LFRIX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.60 | 112% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 0.569 | 0.991 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 4.64B | 310% |
| Annual Yield % from dividends | 8.18 | 8.18 | 100% |
| Returns for 1 year | 6.25 | 6.38 | 98% |
| Returns for 3 years | 27.07 | 27.24 | 99% |
| Returns for 5 years | 43.52 | 43.83 | 99% |
| Returns for 10 years | N/A | 52.36 | - |
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