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LBETX vs PIFIX
LBETX vs PIFIX Comparison
Open Charts LBETX vs PIFIX
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
Principal SAM Flexible Income Inst
Price$12.18
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.23B
LBETX vs PIFIX Comparison Chart
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LBETX vs. PIFIX 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 PIFIX is a Hold.
FUNDAMENTALS
Fundamentals
PIFIX has more cash in the bank: 2.23B vs. LBETX (15M). PIFIX pays higher dividends than LBETX: PIFIX (3.06) vs LBETX (0.93). LBETX was incepted earlier than PIFIX: LBETX (8 years) vs PIFIX (18 years). LBETX (3.03) is less costly to investors than PIFIX (0.73). LBETX is a more actively managed with annual turnover of: 355.00 vs. PIFIX (19.80). PIFIX has a lower initial minimum investment than LBETX: PIFIX (0) vs LBETX (5000). PIFIX annual gain was more profitable for investors over the last year : 6.36 vs. LBETX (3.98). LBETX return over 5 years is better than : 17.89 vs. PIFIX (13.08).
| LBETX | PIFIX | LBETX / PIFIX | |
| Total Expense Ratio | 2.79 | 0.73 | 382% |
| Annual Report Gross Expense Ratio | 3.03 | 0.73 | 415% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -0.886 | 2.685 | -33% |
| 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 | 3.06 | 30% |
| Returns for 1 year | 3.98 | 6.36 | 63% |
| Returns for 3 years | 19.75 | 13.20 | 150% |
| Returns for 5 years | 17.89 | 13.08 | 137% |
| Returns for 10 years | N/A | 29.14 | - |
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