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LIPIX vs RBHEX
LIPIX vs RBHEX Comparison Chart in %
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LIPIX vs. RBHEX commentary
Jul 07, 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 LIPIX is a Hold and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 37.8B vs. LIPIX (10.4B). LIPIX pays higher dividends than RBHEX: LIPIX (1.95) vs RBHEX (0.56). LIPIX was incepted earlier than RBHEX: LIPIX (14 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than LIPIX (0.19). LIPIX is a more actively managed with annual turnover of: 16.00 vs. RBHEX (5.00). RBHEX has a lower initial minimum investment than LIPIX: RBHEX (250) vs LIPIX (2000000). LIPIX annual gain was more profitable for investors over the last year : 14.91 vs. RBHEX (12.61). LIPIX return over 5 years is better than : 82.11 vs. RBHEX (44.76).
| LIPIX | RBHEX | LIPIX / RBHEX | |
| Total Expense Ratio | 0.14 | 1.17 | 12% |
| Annual Report Gross Expense Ratio | 0.19 | 1.17 | 16% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 10.499 | 10.936 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 37.8B | 28% |
| Annual Yield % from dividends | 1.95 | 0.56 | 346% |
| Returns for 1 year | 14.91 | 12.61 | 118% |
| Returns for 3 years | 55.84 | 40.43 | 138% |
| Returns for 5 years | 82.11 | 44.76 | 183% |
| Returns for 10 years | 145.92 | 76.52 | 191% |
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