LMIRX
Price
$23.76
Change
+$0.20 (+0.85%)
Updated
Sep 11 closing price
Net Assets
347.14M
VDVIX
Price
$18.10
Change
+$0.17 (+0.95%)
Updated
Sep 11 closing price
Net Assets
323.82B
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LMIRX vs VDVIX

LMIRX vs VDVIX Comparison Chart in %
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LMIRX vs. VDVIX 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 LMIRX is a Buy and VDVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VDVIX has more cash in the bank: 324B vs. LMIRX (347M). VDVIX pays higher dividends than LMIRX: VDVIX (2.37) vs LMIRX (1.21). LMIRX was incepted earlier than VDVIX: LMIRX (20 years) vs VDVIX (13 years). LMIRX (1.58) is less costly to investors than VDVIX (0.16). LMIRX is a more actively managed with annual turnover of: 44.00 vs. VDVIX (4.00). LMIRX (0) and VDVIX (0) have matching initial minimum investment requirements. VDVIX annual gain was more profitable for investors over the last year : 20.81 vs. LMIRX (8.91). VDVIX return over 5 years is better than : 40.31 vs. LMIRX (36.41).
LMIRXVDVIXLMIRX / VDVIX
Total Expense Ratio1.550.16969%
Annual Report Gross Expense Ratio1.580.16988%
Fund Existence20 years13 years-
Gain YTD11.50015.62674%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets347M324B0%
Annual Yield % from dividends1.212.3751%
Returns for 1 year8.9120.8143%
Returns for 3 years47.6661.9577%
Returns for 5 years36.4140.3190%
Returns for 10 years91.29108.4584%
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