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LIPIX vs VFIFX
LIPIX vs VFIFX Comparison Chart in %
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LIPIX vs. VFIFX commentary
Sep 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 LIPIX is a Buy and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 89.2B vs. LIPIX (10.8B). VFIFX (1.92) and LIPIX (1.88) have matching dividends . LIPIX was incepted earlier than VFIFX: LIPIX (14 years) vs VFIFX (19 years). LIPIX (0.19) is less costly to investors than VFIFX (0.08). LIPIX is a more actively managed with annual turnover of: 16.00 vs. VFIFX (1.00). VFIFX has a lower initial minimum investment than LIPIX: VFIFX (1000) vs LIPIX (2000000). LIPIX annual gain was more profitable for investors over the last year : 17.76 vs. VFIFX (16.53). LIPIX return over 5 years is better than : 79.83 vs. VFIFX (46.86).
| LIPIX | VFIFX | LIPIX / VFIFX | |
| Total Expense Ratio | 0.14 | 0.08 | 175% |
| Annual Report Gross Expense Ratio | 0.19 | 0.08 | 238% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 15.972 | 16.413 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 89.2B | 12% |
| Annual Yield % from dividends | 1.88 | 1.92 | 98% |
| Returns for 1 year | 17.76 | 16.53 | 107% |
| Returns for 3 years | 61.97 | 52.70 | 118% |
| Returns for 5 years | 79.83 | 46.86 | 170% |
| Returns for 10 years | 171.31 | 112.48 | 152% |
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