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LBETX vs PFIPX
LBETX vs PFIPX Comparison
Open Charts LBETX vs PFIPX
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
Principal SAM Flexible Income R3
Price$12.15
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.23B
LBETX vs PFIPX Comparison Chart
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LBETX vs. PFIPX 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.23B vs. LBETX (15M). PFIPX pays higher dividends than LBETX: PFIPX (2.54) vs LBETX (0.93). LBETX was incepted earlier than PFIPX: LBETX (8 years) vs PFIPX (18 years). LBETX (3.03) is less costly to investors than PFIPX (1.26). LBETX is a more actively managed with annual turnover of: 355.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than LBETX: PFIPX (0) vs LBETX (5000). PFIPX annual gain was more profitable for investors over the last year : 5.81 vs. LBETX (3.98). LBETX return over 5 years is better than : 17.89 vs. PFIPX (10.29).
| LBETX | PFIPX | LBETX / PFIPX | |
| Total Expense Ratio | 2.79 | 1.26 | 221% |
| Annual Report Gross Expense Ratio | 3.03 | 1.26 | 240% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -0.886 | 2.453 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15M | 2.23B | 1% |
| Annual Yield % from dividends | 0.93 | 2.54 | 36% |
| Returns for 1 year | 3.98 | 5.81 | 69% |
| Returns for 3 years | 19.75 | 11.53 | 171% |
| Returns for 5 years | 17.89 | 10.29 | 174% |
| Returns for 10 years | N/A | 22.48 | - |
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