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FIDCX vs LMRIX
FIDCX vs LMRIX Comparison
Open Charts FIDCX vs LMRIX
JHancock Financial Industries C
Price$16.08
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets300.46M
1919 Financial Services I
Price$30.80
Change-$0.25 (-0.81%)
VolumeN/A
Net Assets118.46M
FIDCX vs LMRIX Comparison Chart in %
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FIDCX vs. LMRIX commentary
Sep 13, 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 FIDCX is a Buy and LMRIX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 300M vs. LMRIX (118M). LMRIX pays higher dividends than FIDCX: LMRIX (0.83) vs FIDCX (0.51). FIDCX was incepted earlier than LMRIX: FIDCX (27 years) vs LMRIX (17 years). FIDCX (1.98) is less costly to investors than LMRIX (1.21). FIDCX is a more actively managed with annual turnover of: 61.00 vs. LMRIX (4.00). FIDCX has a lower initial minimum investment than LMRIX: FIDCX (1000) vs LMRIX (1000000). FIDCX annual gain was more profitable for investors over the last year : 8.84 vs. LMRIX (5.47). LMRIX return over 5 years is better than : 47.41 vs. FIDCX (15.23).
| FIDCX | LMRIX | FIDCX / LMRIX | |
| Total Expense Ratio | 1.97 | 1.21 | 163% |
| Annual Report Gross Expense Ratio | 1.98 | 1.21 | 164% |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 7.095 | 5.648 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 118M | 254% |
| Annual Yield % from dividends | 0.51 | 0.83 | 61% |
| Returns for 1 year | 8.84 | 5.47 | 162% |
| Returns for 3 years | 13.82 | 8.99 | 154% |
| Returns for 5 years | 15.23 | 47.41 | 32% |
| Returns for 10 years | 6.62 | 64.46 | 10% |
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