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LIFIX vs LIFKX
LIFIX vs LIFKX Comparison Chart
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LIFIX vs. LIFKX commentary
May 24, 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 (758M) and LIFKX (758M) have equal amount of cash in the bank . LIFIX pays higher dividends than LIFKX: LIFIX (4.69) vs LIFKX (4.45). 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 annual gain was more profitable for investors over the last year : 6.69 vs. LIFKX (6.34). LIFIX (40.08) and LIFKX (38.23) have equivalent 5 years return.
| 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 | 3.141 | 2.969 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 758M | 100% |
| Annual Yield % from dividends | 4.69 | 4.45 | 106% |
| Returns for 1 year | 6.69 | 6.34 | 106% |
| Returns for 3 years | 10.20 | 9.38 | 109% |
| Returns for 5 years | 40.08 | 38.23 | 105% |
| Returns for 10 years | 36.34 | N/A | - |
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