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FUIPX vs LPDAX
FUIPX vs LPDAX Comparison Chart in %
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FUIPX vs. LPDAX commentary
Jul 09, 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 LPDAX is a Buy.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 10B vs. LPDAX (127M). LPDAX pays higher dividends than FUIPX: LPDAX (2.42) vs FUIPX (1.85). FUIPX was incepted earlier than LPDAX: FUIPX (5 years) vs LPDAX (8 years). LPDAX (1.10) is less costly to investors than FUIPX (0.05). LPDAX is a more actively managed with annual turnover of: 12.00 vs. FUIPX (11.00). LPDAX has a lower initial minimum investment than FUIPX: LPDAX (1000) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 13.21 vs. LPDAX (9.33). FUIPX (68.01) and LPDAX (66.96) have equivalent 5 years return.
| FUIPX | LPDAX | FUIPX / LPDAX | |
| Total Expense Ratio | 0.05 | 0.84 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.10 | 5% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 10.017 | 9.356 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000000 | 1000 | 200,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 127M | 7,871% |
| Annual Yield % from dividends | 1.85 | 2.42 | 76% |
| Returns for 1 year | 13.21 | 9.33 | 142% |
| Returns for 3 years | 50.81 | 50.22 | 101% |
| Returns for 5 years | 68.01 | 66.96 | 102% |
| Returns for 10 years | N/A | N/A | - |
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