FRBCX
Price
$27.76
Change
-$0.24 (-0.86%)
Updated
Oct 7 closing price
Net Assets
841.41M
LMRIX
Price
$30.51
Change
-$0.01 (-0.03%)
Updated
Oct 7 closing price
Net Assets
116.87M
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FRBCX vs LMRIX

Header iconFRBCX vs LMRIX Comparison
Open Charts FRBCX vs LMRIXBanner chart's image
JHancock Regional Bank C
Price$27.76
Change-$0.24 (-0.86%)
VolumeN/A
Net Assets841.41M
1919 Financial Services I
Price$30.51
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets116.87M
FRBCX vs LMRIX Comparison Chart in %
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FRBCX 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 FRBCX is a Hold and LMRIX is a Buy.

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FUNDAMENTALS
Fundamentals
FRBCX has more cash in the bank: 841M vs. LMRIX (117M). FRBCX pays higher dividends than LMRIX: FRBCX (0.93) vs LMRIX (0.85). FRBCX was incepted earlier than LMRIX: FRBCX (27 years) vs LMRIX (18 years). FRBCX (1.97) is less costly to investors than LMRIX (1.21). LMRIX is a more actively managed with annual turnover of: 4.00 vs. FRBCX (3.00). FRBCX has a lower initial minimum investment than LMRIX: FRBCX (1000) vs LMRIX (1000000). FRBCX annual gain was more profitable for investors over the last year : 6.96 vs. LMRIX (2.16). FRBCX return over 5 years is better than : 60.62 vs. LMRIX (38.12).
FRBCXLMRIXFRBCX / LMRIX
Total Expense Ratio1.961.21162%
Annual Report Gross Expense Ratio1.971.21163%
Fund Existence27 years18 years-
Gain YTD5.5043.845143%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets841M117M719%
Annual Yield % from dividends0.930.85109%
Returns for 1 year6.962.16323%
Returns for 3 years12.0312.4996%
Returns for 5 years60.6238.12159%
Returns for 10 years63.1858.81107%
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