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LMRIX vs PRISX
LMRIX vs PRISX Comparison
Open Charts LMRIX vs PRISX
1919 Financial Services I
Price$28.48
Change-$0.18 (-0.63%)
VolumeN/A
Net Assets118.67M
T. Rowe Price Financial Services
Price$41.09
Change-$0.39 (-0.94%)
VolumeN/A
Net Assets1.8B
LMRIX vs PRISX Comparison Chart
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LMRIX vs. PRISX commentary
Mar 14, 2025
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 LMRIX is a Hold and PRISX is a Hold.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 1.8B vs. LMRIX (119M). PRISX pays higher dividends than LMRIX: PRISX (1.09) vs LMRIX (0.84). LMRIX was incepted earlier than PRISX: LMRIX (17 years) vs PRISX (28 years). LMRIX (1.10) is less costly to investors than PRISX (0.98). PRISX is a more actively managed with annual turnover of: 46.90 vs. LMRIX (4.00). PRISX has a lower initial minimum investment than LMRIX: PRISX (2500) vs LMRIX (1000000). PRISX (9.02) and LMRIX (8.66) have marching annual gain over last year. PRISX return over 5 years is better than : 103.93 vs. LMRIX (41.05).
| LMRIX | PRISX | LMRIX / PRISX | |
| Total Expense Ratio | 1.10 | 0.93 | 118% |
| Annual Report Gross Expense Ratio | 1.10 | 0.98 | 112% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -2.450 | -3.190 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.8B | 7% |
| Annual Yield % from dividends | 0.84 | 1.09 | 77% |
| Returns for 1 year | 8.66 | 9.02 | 96% |
| Returns for 3 years | -5.97 | 29.74 | -20% |
| Returns for 5 years | 41.05 | 103.93 | 40% |
| Returns for 10 years | 57.67 | 103.28 | 56% |