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LIPKX vs RBHEX
LIPKX vs RBHEX Comparison Chart
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LIPKX vs. RBHEX commentary
Apr 29, 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 LIPKX is a Buy and RBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 33.8B vs. LIPKX (9.34B). LIPKX pays higher dividends than RBHEX: LIPKX (2.21) vs RBHEX (0.63). LIPKX was incepted earlier than RBHEX: LIPKX (14 years) vs RBHEX (11 years). RBHEX (1.17) is less costly to investors than LIPKX (0.14). LIPKX (5.00) and RBHEX (5.00) have comparable annual turnover. RBHEX has a lower initial minimum investment than LIPKX: RBHEX (250) vs LIPKX (5000000). LIPKX annual gain was more profitable for investors over the last year : 9.17 vs. RBHEX (5.40). LIPKX return over 5 years is better than : 75.80 vs. RBHEX (39.55).
| LIPKX | RBHEX | LIPKX / RBHEX | |
| Total Expense Ratio | 0.09 | 1.17 | 8% |
| Annual Report Gross Expense Ratio | 0.14 | 1.17 | 12% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.334 | -1.429 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 33.8B | 28% |
| Annual Yield % from dividends | 2.21 | 0.63 | 352% |
| Returns for 1 year | 9.17 | 5.40 | 170% |
| Returns for 3 years | 29.14 | 16.34 | 178% |
| Returns for 5 years | 75.80 | 39.55 | 192% |
| Returns for 10 years | 112.67 | 53.77 | 210% |
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