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FIDSX vs LMRIX
FIDSX vs LMRIX Comparison
Open Charts FIDSX vs LMRIX
Fidelity Select Financials Port
Price$15.68
Change-$0.34 (-2.12%)
VolumeN/A
Net Assets1.09B
1919 Financial Services I
Price$30.22
Change-$0.61 (-1.98%)
VolumeN/A
Net Assets123.12M
FIDSX vs LMRIX Comparison Chart in %
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FIDSX vs. LMRIX commentary
Jul 17, 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 StrongBuy and LMRIX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. LMRIX (123M). FIDSX pays higher dividends than LMRIX: FIDSX (1.36) vs LMRIX (0.85). FIDSX was incepted earlier than LMRIX: FIDSX (44 years) vs LMRIX (17 years). LMRIX (1.21) is less costly to investors than FIDSX (0.69). FIDSX is a more actively managed with annual turnover of: 35.00 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 : 20.23 vs. LMRIX (9.06). FIDSX return over 5 years is better than : 118.52 vs. LMRIX (47.04).
| FIDSX | LMRIX | FIDSX / LMRIX | |
| Total Expense Ratio | 0.69 | 1.21 | 57% |
| Annual Report Gross Expense Ratio | 0.69 | 1.21 | 57% |
| Fund Existence | 44 years | 17 years | - |
| Gain YTD | 7.670 | 4.900 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 123M | 884% |
| Annual Yield % from dividends | 1.36 | 0.85 | 160% |
| Returns for 1 year | 20.23 | 9.06 | 223% |
| Returns for 3 years | 60.43 | 12.98 | 465% |
| Returns for 5 years | 118.52 | 47.04 | 252% |
| Returns for 10 years | 92.57 | 58.40 | 158% |
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