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LMIIX vs WNYIX
LMIIX vs WNYIX Comparison
Open Charts LMIIX vs WNYIX
LMIIX vs WNYIX Comparison Chart in %
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LMIIX vs. WNYIX 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 WNYIX is a Hold.
FUNDAMENTALS
Fundamentals
LMIIX has more cash in the bank: 123M vs. WNYIX (40.9M). LMIIX pays higher dividends than WNYIX: LMIIX (2.92) vs WNYIX (2.74). LMIIX was incepted earlier than WNYIX: LMIIX (18 years) vs WNYIX (23 years). WNYIX (1.23) is less costly to investors than LMIIX (0.69). WNYIX is a more actively managed with annual turnover of: 27.00 vs. LMIIX (8.00). WNYIX has a lower initial minimum investment than LMIIX: WNYIX (100000) vs LMIIX (1000000). LMIIX annual gain was more profitable for investors over the last year : 5.55 vs. WNYIX (4.92). LMIIX return over 5 years is better than : 4.18 vs. WNYIX (2.76).
| LMIIX | WNYIX | LMIIX / WNYIX | |
| Total Expense Ratio | 0.54 | 0.56 | 96% |
| Annual Report Gross Expense Ratio | 0.69 | 1.23 | 56% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.482 | 0.683 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 40.9M | 301% |
| Annual Yield % from dividends | 2.92 | 2.74 | 107% |
| Returns for 1 year | 5.55 | 4.92 | 113% |
| Returns for 3 years | 3.24 | 3.73 | 87% |
| Returns for 5 years | 4.18 | 2.76 | 151% |
| Returns for 10 years | 16.35 | 9.11 | 179% |
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