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FIDAX vs LMRIX
FIDAX vs LMRIX Comparison
Open Charts FIDAX vs LMRIX
JHancock Financial Industries A
Price$19.03
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets297.71M
1919 Financial Services I
Price$30.51
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets116.87M
FIDAX vs LMRIX Comparison Chart in %
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FIDAX vs. LMRIX commentary
Oct 09, 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 FIDAX is a Buy and LMRIX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 298M vs. LMRIX (117M). FIDAX pays higher dividends than LMRIX: FIDAX (1.08) vs LMRIX (0.85). FIDAX was incepted earlier than LMRIX: FIDAX (30 years) vs LMRIX (18 years). FIDAX (1.28) is less costly to investors than LMRIX (1.21). FIDAX is a more actively managed with annual turnover of: 61.00 vs. LMRIX (4.00). FIDAX has a lower initial minimum investment than LMRIX: FIDAX (1000) vs LMRIX (1000000). FIDAX annual gain was more profitable for investors over the last year : 5.58 vs. LMRIX (2.16). LMRIX return over 5 years is better than : 38.12 vs. FIDAX (18.76).
| FIDAX | LMRIX | FIDAX / LMRIX | |
| Total Expense Ratio | 1.27 | 1.21 | 105% |
| Annual Report Gross Expense Ratio | 1.28 | 1.21 | 106% |
| Fund Existence | 30 years | 18 years | - |
| Gain YTD | 5.814 | 3.845 | 151% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 117M | 255% |
| Annual Yield % from dividends | 1.08 | 0.85 | 127% |
| Returns for 1 year | 5.58 | 2.16 | 259% |
| Returns for 3 years | 23.85 | 12.49 | 191% |
| Returns for 5 years | 18.76 | 38.12 | 49% |
| Returns for 10 years | 21.11 | 58.81 | 36% |
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