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FIDSX vs LMRIX
FIDSX vs LMRIX Comparison
Open Charts FIDSX vs LMRIX
Fidelity Select Financials Port
Price$14.05
Change-$1.01 (-6.71%)
VolumeN/A
Net Assets1.04B
1919 Financial Services I
Price$28.49
Change-$1.54 (-5.13%)
VolumeN/A
Net Assets123.87M
FIDSX vs LMRIX Comparison Chart
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FIDSX vs. LMRIX commentary
Apr 04, 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 FIDSX is a Hold and LMRIX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.04B vs. LMRIX (124M). FIDSX pays higher dividends than LMRIX: FIDSX (1.53) vs LMRIX (0.87). FIDSX was incepted earlier than LMRIX: FIDSX (43 years) vs LMRIX (17 years). LMRIX (1.10) is less costly to investors than FIDSX (0.72). FIDSX is a more actively managed with annual turnover of: 66.00 vs. LMRIX (4.00). FIDSX has a lower initial minimum investment than LMRIX: FIDSX (0) vs LMRIX (1000000). FIDSX annual gain was more profitable for investors over the last year : 17.86 vs. LMRIX (12.59). FIDSX return over 5 years is better than : 155.43 vs. LMRIX (77.11).
| FIDSX | LMRIX | FIDSX / LMRIX | |
| Total Expense Ratio | 0.72 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.72 | 1.10 | 65% |
| Fund Existence | 43 years | 17 years | - |
| Gain YTD | 1.006 | 2.178 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 124M | 838% |
| Annual Yield % from dividends | 1.53 | 0.87 | 177% |
| Returns for 1 year | 17.86 | 12.59 | 142% |
| Returns for 3 years | 24.85 | -4.03 | -617% |
| Returns for 5 years | 155.43 | 77.11 | 202% |
| Returns for 10 years | 86.32 | 63.96 | 135% |
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