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FIDCX vs LMRIX
FIDCX vs LMRIX Comparison
Open Charts FIDCX vs LMRIX
JHancock Financial Industries C
Price$15.79
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets297.71M
1919 Financial Services I
Price$30.51
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets116.87M
FIDCX vs LMRIX Comparison Chart in %
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FIDCX 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 FIDCX is a Buy and LMRIX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 298M vs. LMRIX (117M). LMRIX pays higher dividends than FIDCX: LMRIX (0.85) vs FIDCX (0.52). FIDCX was incepted earlier than LMRIX: FIDCX (27 years) vs LMRIX (18 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 : 3.09 vs. LMRIX (2.16). LMRIX return over 5 years is better than : 38.12 vs. FIDCX (8.73).
| 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 | 18 years | - |
| Gain YTD | 5.172 | 3.845 | 135% |
| Front Load | N/A | 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 | 0.52 | 0.85 | 61% |
| Returns for 1 year | 3.09 | 2.16 | 143% |
| Returns for 3 years | 18.07 | 12.49 | 145% |
| Returns for 5 years | 8.73 | 38.12 | 23% |
| Returns for 10 years | 5.38 | 58.81 | 9% |
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