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LIPNX vs RILFX
LIPNX vs RILFX Comparison
Open Charts LIPNX vs RILFX
Loomis Sayles Inflation Protected Secs N
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets102.43M
American Funds Inflation Linked Bd R6
Price$9.51
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets13.38B
LIPNX vs RILFX Comparison Chart
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LIPNX vs. RILFX 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 RILFX is a Hold.
FUNDAMENTALS
Fundamentals
RILFX has more cash in the bank: 13.4B vs. LIPNX (102M). LIPNX pays higher dividends than RILFX: LIPNX (4.04) vs RILFX (2.21). LIPNX was incepted earlier than RILFX: LIPNX (8 years) vs RILFX (12 years). LIPNX (0.56) is less costly to investors than RILFX (0.29). LIPNX is a more actively managed with annual turnover of: 40.00 vs. RILFX (23.00). RILFX has a lower initial minimum investment than LIPNX: RILFX (250) vs LIPNX (1000000). RILFX annual gain was more profitable for investors over the last year : 6.79 vs. LIPNX (5.49). LIPNX return over 5 years is better than : 6.87 vs. RILFX (4.38).
| LIPNX | RILFX | LIPNX / RILFX | |
| Total Expense Ratio | 0.35 | 0.29 | 121% |
| Annual Report Gross Expense Ratio | 0.56 | 0.29 | 193% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 3.097 | 3.934 | 79% |
| 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 | 2.21 | 183% |
| Returns for 1 year | 5.49 | 6.79 | 81% |
| Returns for 3 years | 3.43 | 2.64 | 130% |
| Returns for 5 years | 6.87 | 4.38 | 157% |
| Returns for 10 years | N/A | 24.85 | - |
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