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LMIRX vs VFWPX
LMIRX vs VFWPX Comparison
Open Charts LMIRX vs VFWPX
LMIRX vs VFWPX Comparison Chart in %
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LMIRX vs. VFWPX 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 VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. LMIRX (347M). VFWPX pays higher dividends than LMIRX: VFWPX (2.49) vs LMIRX (1.21). 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 : 19.75 vs. LMIRX (8.91). VFWPX (38.07) and LMIRX (36.41) 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 | 11.500 | 15.155 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 98.6B | 0% |
| Annual Yield % from dividends | 1.21 | 2.49 | 49% |
| Returns for 1 year | 8.91 | 19.75 | 45% |
| Returns for 3 years | 47.66 | 61.85 | 77% |
| Returns for 5 years | 36.41 | 38.07 | 96% |
| Returns for 10 years | 91.29 | 104.72 | 87% |
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