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LIFIX vs LIFKX
LIFIX vs LIFKX Comparison Chart
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LIFIX vs. LIFKX commentary
May 02, 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 (748M) and LIFKX (748M) 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 (7.05) and LIFKX (6.90) have marching annual gain over last year. LIFIX (41.61) and LIFKX (39.89) 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 | 3.036 | 2.973 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 748M | 100% |
| Annual Yield % from dividends | 4.69 | 4.45 | 106% |
| Returns for 1 year | 7.05 | 6.90 | 102% |
| Returns for 3 years | 8.13 | 7.34 | 111% |
| Returns for 5 years | 41.61 | 39.89 | 104% |
| Returns for 10 years | 35.78 | N/A | - |
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