Interact to see
Advertisement
Advertisement
LBETX vs PIFIX
LBETX vs PIFIX Comparison
Open Charts LBETX vs PIFIX
LGM Risk Managed Total Return Ins
Price$11.33
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets15.1M
Principal SAM Flexible Income Inst
Price$12.59
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets2.24B
LBETX vs PIFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBETX vs. PIFIX commentary
Aug 27, 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 Hold and PIFIX is a Hold.
FUNDAMENTALS
Fundamentals
PIFIX has more cash in the bank: 2.24B vs. LBETX (15.1M). PIFIX pays higher dividends than LBETX: PIFIX (3.01) vs LBETX (0.91). LBETX was incepted earlier than PIFIX: LBETX (8 years) vs PIFIX (19 years). LBETX (3.03) is less costly to investors than PIFIX (0.73). LBETX is a more actively managed with annual turnover of: 169.00 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 : 6.24 vs. LBETX (2.36). LBETX return over 5 years is better than : 22.00 vs. PIFIX (13.97).
| 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 | 19 years | - |
| Gain YTD | 0.443 | 6.782 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 2.24B | 1% |
| Annual Yield % from dividends | 0.91 | 3.01 | 30% |
| Returns for 1 year | 2.36 | 6.24 | 38% |
| Returns for 3 years | 22.65 | 19.97 | 113% |
| Returns for 5 years | 22.00 | 13.97 | 157% |
| Returns for 10 years | N/A | 36.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement