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FIDSX vs LMRIX
FIDSX vs LMRIX Comparison
Open Charts FIDSX vs LMRIX
FIDSX vs LMRIX Comparison Chart in %
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FIDSX vs. LMRIX commentary
Jun 04, 2026
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 Buy and LMRIX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 784M vs. LMRIX (91.7M). FIDSX pays higher dividends than LMRIX: FIDSX (1.72) vs LMRIX (0.27). FIDSX was incepted earlier than LMRIX: FIDSX (45 years) vs LMRIX (18 years). LMRIX (1.23) is less costly to investors than FIDSX (0.68). FIDSX is a more actively managed with annual turnover of: 37.00 vs. LMRIX (9.00). 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 : 3.41 vs. LMRIX (-14.66). FIDSX return over 5 years is better than : 26.78 vs. LMRIX (-24.73).
| FIDSX | LMRIX | FIDSX / LMRIX | |
| Total Expense Ratio | 0.68 | 1.23 | 55% |
| Annual Report Gross Expense Ratio | 0.68 | 1.23 | 55% |
| Fund Existence | 45 years | 18 years | - |
| Gain YTD | -3.703 | -6.034 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 91.7M | 855% |
| Annual Yield % from dividends | 1.72 | 0.27 | 635% |
| Returns for 1 year | 3.41 | -14.66 | -23% |
| Returns for 3 years | 59.32 | 5.16 | 1,150% |
| Returns for 5 years | 26.78 | -24.73 | -108% |
| Returns for 10 years | 108.00 | 35.26 | 306% |
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