Ad is loading...
LIPNX vs RILDX
LIPNX vs RILDX Comparison
Open Charts LIPNX vs RILDX
Loomis Sayles Inflation Protected Secs N
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets102.43M
American Funds Inflation Linked Bd R4
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets13.38B
LIPNX vs RILDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LIPNX vs. RILDX commentary
May 11, 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 LIPNX is a Hold and RILDX is a Hold.
FUNDAMENTALS
Fundamentals
RILDX has more cash in the bank: 13.4B vs. LIPNX (102M). LIPNX pays higher dividends than RILDX: LIPNX (4.04) vs RILDX (1.82). LIPNX was incepted earlier than RILDX: LIPNX (8 years) vs RILDX (10 years). RILDX (0.64) is less costly to investors than LIPNX (0.56). LIPNX is a more actively managed with annual turnover of: 40.00 vs. RILDX (23.00). RILDX has a lower initial minimum investment than LIPNX: RILDX (250) vs LIPNX (1000000). RILDX annual gain was more profitable for investors over the last year : 6.40 vs. LIPNX (5.49). LIPNX return over 5 years is better than : 6.87 vs. RILDX (2.53).
| LIPNX | RILDX | LIPNX / RILDX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.56 | 0.64 | 88% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.097 | 3.736 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 13.4B | 1% |
| Annual Yield % from dividends | 4.04 | 1.82 | 222% |
| Returns for 1 year | 5.49 | 6.40 | 86% |
| Returns for 3 years | 3.43 | 1.53 | 225% |
| Returns for 5 years | 6.87 | 2.53 | 272% |
| Returns for 10 years | N/A | 20.58 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...