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LIFTX vs VIPSX
LIFTX vs VIPSX Comparison Chart
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LIFTX vs. VIPSX commentary
Jun 16, 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 LIFTX is a Hold and VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.1B vs. LIFTX (759M). LIFTX pays higher dividends than VIPSX: LIFTX (4.76) vs VIPSX (4.06). LIFTX was incepted earlier than VIPSX: LIFTX (10 years) vs VIPSX (25 years). LIFTX (0.59) is less costly to investors than VIPSX (0.20). LIFTX (78.00) and VIPSX (75.00) have comparable annual turnover. LIFTX has a lower initial minimum investment than VIPSX: LIFTX (0) vs VIPSX (3000). LIFTX annual gain was more profitable for investors over the last year : 6.47 vs. VIPSX (4.17). LIFTX return over 5 years is better than : 36.51 vs. VIPSX (6.81).
| LIFTX | VIPSX | LIFTX / VIPSX | |
| Total Expense Ratio | 0.59 | 0.20 | 295% |
| Annual Report Gross Expense Ratio | 0.59 | 0.20 | 295% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 3.391 | 3.207 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 27.1B | 3% |
| Annual Yield % from dividends | 4.76 | 4.06 | 117% |
| Returns for 1 year | 6.47 | 4.17 | 155% |
| Returns for 3 years | 12.18 | 5.38 | 226% |
| Returns for 5 years | 36.51 | 6.81 | 536% |
| Returns for 10 years | N/A | 24.01 | - |
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