Interact to see
Advertisement
Advertisement
FRBCX vs LMRIX
FRBCX vs LMRIX Comparison
Open Charts FRBCX vs LMRIX
FRBCX vs LMRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBCX vs. LMRIX commentary
Sep 13, 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 FRBCX is a StrongBuy and LMRIX is a Hold.
FUNDAMENTALS
Fundamentals
FRBCX has more cash in the bank: 955M vs. LMRIX (96M). FRBCX pays higher dividends than LMRIX: FRBCX (0.79) vs LMRIX (0.25). FRBCX was incepted earlier than LMRIX: FRBCX (28 years) vs LMRIX (18 years). FRBCX (1.96) is less costly to investors than LMRIX (1.23). LMRIX is a more actively managed with annual turnover of: 9.00 vs. FRBCX (5.00). 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 : 12.37 vs. LMRIX (-8.95). FRBCX return over 5 years is better than : 16.28 vs. LMRIX (-11.22).
| FRBCX | LMRIX | FRBCX / LMRIX | |
| Total Expense Ratio | 1.95 | 1.23 | 159% |
| Annual Report Gross Expense Ratio | 1.96 | 1.23 | 159% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 17.970 | 5.028 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 96M | 995% |
| Annual Yield % from dividends | 0.79 | 0.25 | 323% |
| Returns for 1 year | 12.37 | -8.95 | -138% |
| Returns for 3 years | 64.02 | 11.73 | 546% |
| Returns for 5 years | 16.28 | -11.22 | -145% |
| Returns for 10 years | 77.53 | 48.27 | 161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers