Interact to see
Advertisement
Advertisement
LBETX vs PFIJX
LBETX vs PFIJX Comparison
Open Charts LBETX vs PFIJX
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
Principal SAM Flexible Income J
Price$12.10
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.23B
LBETX vs PFIJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBETX vs. PFIJX commentary
Jun 08, 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 LBETX is a StrongBuy and PFIJX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.23B vs. LBETX (15M). PFIJX pays higher dividends than LBETX: PFIJX (2.99) vs LBETX (0.93). LBETX was incepted earlier than PFIJX: LBETX (8 years) vs PFIJX (18 years). LBETX (3.03) is less costly to investors than PFIJX (0.85). LBETX is a more actively managed with annual turnover of: 355.00 vs. PFIJX (19.80). PFIJX has a lower initial minimum investment than LBETX: PFIJX (1000) vs LBETX (5000). PFIJX annual gain was more profitable for investors over the last year : 6.30 vs. LBETX (3.98). LBETX return over 5 years is better than : 17.89 vs. PFIJX (12.48).
| LBETX | PFIJX | LBETX / PFIJX | |
| Total Expense Ratio | 2.79 | 0.85 | 328% |
| Annual Report Gross Expense Ratio | 3.03 | 0.85 | 356% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -0.886 | 2.655 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15M | 2.23B | 1% |
| Annual Yield % from dividends | 0.93 | 2.99 | 31% |
| Returns for 1 year | 3.98 | 6.30 | 63% |
| Returns for 3 years | 19.75 | 12.96 | 152% |
| Returns for 5 years | 17.89 | 12.48 | 143% |
| Returns for 10 years | N/A | 27.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement