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LMIIX vs PNYIX
LMIIX vs PNYIX Comparison
Open Charts LMIIX vs PNYIX
LMIIX vs PNYIX Comparison Chart in %
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LMIIX vs. PNYIX commentary
Jun 20, 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 LMIIX is a Hold and PNYIX is a Hold.
FUNDAMENTALS
Fundamentals
PNYIX has more cash in the bank: 993M vs. LMIIX (123M). PNYIX pays higher dividends than LMIIX: PNYIX (3.68) vs LMIIX (2.92). LMIIX was incepted earlier than PNYIX: LMIIX (18 years) vs PNYIX (27 years). LMIIX (0.69) is less costly to investors than PNYIX (0.45). PNYIX is a more actively managed with annual turnover of: 14.00 vs. LMIIX (8.00). LMIIX (1000000) and PNYIX (1000000) have matching initial minimum investment requirements. PNYIX annual gain was more profitable for investors over the last year : 7.07 vs. LMIIX (5.55). LMIIX return over 5 years is better than : 4.18 vs. PNYIX (3.03).
| LMIIX | PNYIX | LMIIX / PNYIX | |
| Total Expense Ratio | 0.54 | 0.45 | 121% |
| Annual Report Gross Expense Ratio | 0.69 | 0.45 | 155% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 1.482 | 2.002 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 993M | 12% |
| Annual Yield % from dividends | 2.92 | 3.68 | 80% |
| Returns for 1 year | 5.55 | 7.07 | 79% |
| Returns for 3 years | 10.13 | 12.26 | 83% |
| Returns for 5 years | 4.18 | 3.03 | 138% |
| Returns for 10 years | 16.09 | 22.08 | 73% |
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