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LIPRX vs RILFX
LIPRX vs RILFX Comparison
Open Charts LIPRX vs RILFX
Loomis Sayles Inflation Prtctd Secs Ret
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets104.94M
American Funds Inflation Linked Bd R6
Price$9.55
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets13.47B
LIPRX vs RILFX Comparison Chart
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LIPRX vs. RILFX 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 RILFX is a Hold.
FUNDAMENTALS
Fundamentals
RILFX has more cash in the bank: 13.5B vs. LIPRX (105M). LIPRX pays higher dividends than RILFX: LIPRX (3.76) vs RILFX (2.22). LIPRX was incepted earlier than RILFX: LIPRX (15 years) vs RILFX (11 years). LIPRX (0.89) is less costly to investors than RILFX (0.29). LIPRX is a more actively managed with annual turnover of: 40.00 vs. RILFX (23.00). RILFX has a lower initial minimum investment than LIPRX: RILFX (250) vs LIPRX (2500). RILFX annual gain was more profitable for investors over the last year : 8.55 vs. LIPRX (6.87). LIPRX return over 5 years is better than : 4.71 vs. RILFX (4.42).
| LIPRX | RILFX | LIPRX / RILFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 0.89 | 0.29 | 307% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 3.252 | 4.372 | 74% |
| 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 | 2.22 | 170% |
| Returns for 1 year | 6.87 | 8.55 | 80% |
| Returns for 3 years | -0.15 | 0.14 | -110% |
| Returns for 5 years | 4.71 | 4.42 | 106% |
| Returns for 10 years | 21.44 | 23.44 | 91% |
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