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LIPRX vs RILDX
LIPRX vs RILDX Comparison
Open Charts LIPRX vs RILDX
Loomis Sayles Inflation Prtctd Secs Ret
Price$9.60
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets101.61M
American Funds Inflation Linked Bd R4
Price$9.36
Change-$0.06 (-0.64%)
VolumeN/A
Net Assets13.4B
LIPRX vs RILDX Comparison Chart
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LIPRX vs. RILDX commentary
Jun 08, 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 LIPRX is a Hold and RILDX is a Hold.
FUNDAMENTALS
Fundamentals
RILDX has more cash in the bank: 13.4B vs. LIPRX (102M). LIPRX pays higher dividends than RILDX: LIPRX (3.78) vs RILDX (1.84). LIPRX was incepted earlier than RILDX: LIPRX (15 years) vs RILDX (10 years). LIPRX (0.89) is less costly to investors than RILDX (0.64). LIPRX is a more actively managed with annual turnover of: 40.00 vs. RILDX (23.00). RILDX has a lower initial minimum investment than LIPRX: RILDX (250) vs LIPRX (2500). RILDX annual gain was more profitable for investors over the last year : 4.23 vs. LIPRX (3.88). LIPRX return over 5 years is better than : 4.98 vs. RILDX (1.66).
| LIPRX | RILDX | LIPRX / RILDX | |
| Total Expense Ratio | 0.65 | 0.64 | 102% |
| Annual Report Gross Expense Ratio | 0.89 | 0.64 | 139% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 3.145 | 2.857 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 13.4B | 1% |
| Annual Yield % from dividends | 3.78 | 1.84 | 206% |
| Returns for 1 year | 3.88 | 4.23 | 92% |
| Returns for 3 years | 1.20 | -0.89 | -135% |
| Returns for 5 years | 4.98 | 1.66 | 300% |
| Returns for 10 years | 24.64 | 20.56 | 120% |
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