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LIFIX vs LIFKX
LIFIX vs LIFKX Comparison Chart in %
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LIFIX vs. LIFKX commentary
Sep 10, 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 LIFIX is a Hold and LIFKX is a Hold.
FUNDAMENTALS
Fundamentals
LIFIX (776M) and LIFKX (776M) have equal amount of cash in the bank . LIFIX pays higher dividends than LIFKX: LIFIX (4.82) vs LIFKX (4.58). LIFIX was incepted earlier than LIFKX: LIFIX (14 years) vs LIFKX (10 years). LIFKX (0.84) is less costly to investors than LIFIX (0.59). LIFIX (78.00) and LIFKX (78.00) have comparable annual turnover. LIFKX has a lower initial minimum investment than LIFIX: LIFKX (0) vs LIFIX (1000000). LIFIX (8.02) and LIFKX (7.75) have marching annual gain over last year. LIFIX return over 5 years is better than : 30.84 vs. LIFKX (29.23).
| LIFIX | LIFKX | LIFIX / LIFKX | |
| Total Expense Ratio | 0.59 | 0.84 | 70% |
| Annual Report Gross Expense Ratio | 0.59 | 0.84 | 70% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 6.869 | 6.691 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 776M | 100% |
| Annual Yield % from dividends | 4.82 | 4.58 | 105% |
| Returns for 1 year | 8.02 | 7.75 | 103% |
| Returns for 3 years | 14.95 | 14.09 | 106% |
| Returns for 5 years | 30.84 | 29.23 | 106% |
| Returns for 10 years | 44.65 | 41.08 | 109% |
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