Ad is loading...
LIPRX vs RILDX
LIPRX vs RILDX Comparison
Open Charts LIPRX vs RILDX
Loomis Sayles Inflation Prtctd Secs Ret
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets104.94M
American Funds Inflation Linked Bd R4
Price$9.48
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets13.47B
LIPRX vs RILDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LIPRX vs. RILDX commentary
Apr 26, 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: 13.5B vs. LIPRX (105M). LIPRX pays higher dividends than RILDX: LIPRX (3.76) vs RILDX (1.83). 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 : 8.17 vs. LIPRX (6.87). LIPRX return over 5 years is better than : 4.71 vs. RILDX (2.58).
| 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 | 3.252 | 4.176 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 13.5B | 1% |
| Annual Yield % from dividends | 3.76 | 1.83 | 206% |
| Returns for 1 year | 6.87 | 8.17 | 84% |
| Returns for 3 years | -0.15 | -0.97 | 15% |
| Returns for 5 years | 4.71 | 2.58 | 183% |
| Returns for 10 years | 21.44 | 19.22 | 112% |
View a ticker or compare two or three
VS
VS
Ad is loading...