LMRIX
Price
$29.27
Change
+$0.03 (+0.10%)
Updated
May 9 closing price
Net Assets
119.25M
RPFGX
Price
$67.07
Change
+$0.07 (+0.10%)
Updated
May 9 closing price
Net Assets
1.02B
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LMRIX vs RPFGX

Header iconLMRIX vs RPFGX Comparison
Open Charts LMRIX vs RPFGXBanner chart's image
1919 Financial Services I
Price$29.27
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets119.25M
Davis Financial A
Price$67.07
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets1.02B
LMRIX vs RPFGX Comparison Chart
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LMRIX vs. RPFGX commentary
May 11, 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 Buy and RPFGX is a Buy.

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FUNDAMENTALS
Fundamentals
RPFGX has more cash in the bank: 1.02B vs. LMRIX (119M). RPFGX pays higher dividends than LMRIX: RPFGX (1.51) vs LMRIX (0.91). LMRIX was incepted earlier than RPFGX: LMRIX (17 years) vs RPFGX (34 years). LMRIX (1.10) is less costly to investors than RPFGX (0.95). LMRIX is a more actively managed with annual turnover of: 4.00 vs. RPFGX (2.00). RPFGX has a lower initial minimum investment than LMRIX: RPFGX (1000) vs LMRIX (1000000). RPFGX annual gain was more profitable for investors over the last year : 18.55 vs. LMRIX (8.65). RPFGX return over 5 years is better than : 113.39 vs. LMRIX (46.98).
LMRIXRPFGXLMRIX / RPFGX
Total Expense Ratio1.100.95116%
Annual Report Gross Expense Ratio1.100.95116%
Fund Existence17 years34 years-
Gain YTD-0.4085.043-8%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.02B12%
Annual Yield % from dividends0.911.5160%
Returns for 1 year8.6518.5547%
Returns for 3 years4.3946.699%
Returns for 5 years46.98113.3941%
Returns for 10 years58.8481.7572%
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