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FIDSX vs LMRIX
FIDSX vs LMRIX Comparison
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FIDSX vs LMRIX Comparison Chart in %
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FIDSX vs. LMRIX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 864M vs. LMRIX (98.2M). FIDSX pays higher dividends than LMRIX: FIDSX (1.53) vs LMRIX (0.25). 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 : 10.49 vs. LMRIX (-7.94). FIDSX return over 5 years is better than : 44.60 vs. LMRIX (-12.91).
| 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 | 11.479 | 6.629 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 98.2M | 880% |
| Annual Yield % from dividends | 1.53 | 0.25 | 625% |
| Returns for 1 year | 10.49 | -7.94 | -132% |
| Returns for 3 years | 75.95 | 12.95 | 586% |
| Returns for 5 years | 44.60 | -12.91 | -345% |
| Returns for 10 years | 131.78 | 47.91 | 275% |
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