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FUIPX vs LIZIX
FUIPX vs LIZIX Comparison Chart in %
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FUIPX vs. LIZIX commentary
Jul 17, 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 FUIPX is a Hold and LIZIX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 10B vs. LIZIX (4.28B). FUIPX (1.85) and LIZIX (1.81) have matching dividends . FUIPX was incepted earlier than LIZIX: FUIPX (5 years) vs LIZIX (9 years). LIZIX (0.19) is less costly to investors than FUIPX (0.05). LIZIX is a more actively managed with annual turnover of: 12.00 vs. FUIPX (11.00). LIZIX has a lower initial minimum investment than FUIPX: LIZIX (2000000) vs FUIPX (2000000000). LIZIX annual gain was more profitable for investors over the last year : 11.57 vs. FUIPX (10.87). LIZIX return over 5 years is better than : 79.03 vs. FUIPX (64.80).
| FUIPX | LIZIX | FUIPX / LIZIX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.05 | 0.19 | 26% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 10.017 | 9.972 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 2000000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 4.28B | 233% |
| Annual Yield % from dividends | 1.85 | 1.81 | 102% |
| Returns for 1 year | 10.87 | 11.57 | 94% |
| Returns for 3 years | 52.55 | 60.43 | 87% |
| Returns for 5 years | 64.80 | 79.03 | 82% |
| Returns for 10 years | N/A | N/A | - |
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