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LIPPX vs VFIFX
LIPPX vs VFIFX Comparison Chart
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LIPPX vs. VFIFX commentary
May 22, 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 LIPPX is a Hold and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 77.9B vs. LIPPX (9.94B). VFIFX pays higher dividends than LIPPX: VFIFX (2.18) vs LIPPX (1.92). LIPPX was incepted earlier than VFIFX: LIPPX (7 years) vs VFIFX (19 years). LIPPX (0.44) is less costly to investors than VFIFX (0.08). LIPPX is a more actively managed with annual turnover of: 16.00 vs. VFIFX (1.00). LIPPX (1000) and VFIFX (1000) have matching initial minimum investment requirements. LIPPX annual gain was more profitable for investors over the last year : 10.93 vs. VFIFX (9.67). LIPPX return over 5 years is better than : 84.95 vs. VFIFX (51.67).
| LIPPX | VFIFX | LIPPX / VFIFX | |
| Total Expense Ratio | 0.39 | 0.08 | 488% |
| Annual Report Gross Expense Ratio | 0.44 | 0.08 | 550% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 4.924 | 5.598 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 77.9B | 13% |
| Annual Yield % from dividends | 1.92 | 2.18 | 88% |
| Returns for 1 year | 10.93 | 9.67 | 113% |
| Returns for 3 years | 42.25 | 35.84 | 118% |
| Returns for 5 years | 84.95 | 51.67 | 164% |
| Returns for 10 years | N/A | 76.98 | - |
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