Ad is loading...
FRLPX vs LIPKX
FRLPX vs LIPKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRLPX vs. LIPKX commentary
Apr 29, 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 FRLPX is a Hold and LIPKX is a Buy.
FUNDAMENTALS
Fundamentals
FRLPX has more cash in the bank: 20.2B vs. LIPKX (9.34B). LIPKX pays higher dividends than FRLPX: LIPKX (2.21) vs FRLPX (2.05). FRLPX was incepted earlier than LIPKX: FRLPX (5 years) vs LIPKX (14 years). LIPKX (0.14) is less costly to investors than FRLPX (0.05). FRLPX is a more actively managed with annual turnover of: 7.00 vs. LIPKX (5.00). LIPKX has a lower initial minimum investment than FRLPX: LIPKX (5000000) vs FRLPX (2000000000). FRLPX (9.52) and LIPKX (9.17) have marching annual gain over last year.
| FRLPX | LIPKX | FRLPX / LIPKX | |
| Total Expense Ratio | 0.05 | 0.09 | 56% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -0.270 | -1.334 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 5000000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 9.34B | 216% |
| Annual Yield % from dividends | 2.05 | 2.21 | 92% |
| Returns for 1 year | 9.52 | 9.17 | 104% |
| Returns for 3 years | 28.72 | 29.14 | 99% |
| Returns for 5 years | N/A | 75.80 | - |
| Returns for 10 years | N/A | 112.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...