Interact to see
Advertisement
Advertisement
LMIRX vs VFWPX
LMIRX vs VFWPX Comparison
Open Charts LMIRX vs VFWPX
LMIRX vs VFWPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMIRX vs. VFWPX commentary
Jul 11, 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 Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. LMIRX (342M). VFWPX pays higher dividends than LMIRX: VFWPX (2.54) vs LMIRX (1.26). LMIRX was incepted earlier than VFWPX: LMIRX (20 years) vs VFWPX (16 years). LMIRX (1.58) is less costly to investors than VFWPX (0.03). LMIRX is a more actively managed with annual turnover of: 44.00 vs. VFWPX (6.00). LMIRX has a lower initial minimum investment than VFWPX: LMIRX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 24.08 vs. LMIRX (11.39). VFWPX (36.94) and LMIRX (36.24) have equivalent 5 years return.
| LMIRX | VFWPX | LMIRX / VFWPX | |
| Total Expense Ratio | 1.55 | 0.03 | 5,167% |
| Annual Report Gross Expense Ratio | 1.58 | 0.03 | 5,267% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 9.418 | 13.202 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 94.6B | 0% |
| Annual Yield % from dividends | 1.26 | 2.54 | 49% |
| Returns for 1 year | 11.39 | 24.08 | 47% |
| Returns for 3 years | 45.59 | 57.45 | 79% |
| Returns for 5 years | 36.24 | 36.94 | 98% |
| Returns for 10 years | 90.01 | 104.52 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement