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ALNVX vs LMIIX
ALNVX vs LMIIX Comparison
Open Charts ALNVX vs LMIIX
ALNVX vs LMIIX Comparison Chart in %
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ALNVX vs. LMIIX commentary
Jun 20, 2026
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 ALNVX is a Hold and LMIIX is a Hold.
FUNDAMENTALS
Fundamentals
ALNVX has more cash in the bank: 567M vs. LMIIX (123M). ALNVX pays higher dividends than LMIIX: ALNVX (3.56) vs LMIIX (2.92). ALNVX was incepted earlier than LMIIX: ALNVX (18 years) vs LMIIX (18 years). LMIIX (0.69) is less costly to investors than ALNVX (0.58). ALNVX is a more actively managed with annual turnover of: 33.00 vs. LMIIX (8.00). ALNVX annual gain was more profitable for investors over the last year : 6.01 vs. LMIIX (5.55). LMIIX return over 5 years is better than : 4.18 vs. ALNVX (3.41).
| ALNVX | LMIIX | ALNVX / LMIIX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.69 | 84% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.576 | 1.482 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 123M | 461% |
| Annual Yield % from dividends | 3.56 | 2.92 | 122% |
| Returns for 1 year | 6.01 | 5.55 | 108% |
| Returns for 3 years | 4.42 | 3.24 | 137% |
| Returns for 5 years | 3.41 | 4.18 | 82% |
| Returns for 10 years | 15.25 | 16.35 | 93% |
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