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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.70
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets118.23M
Vanguard Financials Index Admiral
Price$66.28
Change+$0.63 (+0.96%)
VolumeN/A
Net Assets14.31B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Sep 18, 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 VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14.3B vs. LMRIX (118M). VFAIX pays higher dividends than LMRIX: VFAIX (1.66) vs LMRIX (0.83). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (22 years). LMRIX (1.21) is less costly to investors than VFAIX (0.09). VFAIX is a more actively managed with annual turnover of: 5.00 vs. LMRIX (4.00). VFAIX has a lower initial minimum investment than LMRIX: VFAIX (100000) vs LMRIX (1000000). VFAIX annual gain was more profitable for investors over the last year : 19.38 vs. LMRIX (1.18). VFAIX return over 5 years is better than : 120.49 vs. LMRIX (43.91).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | 1.21 | 0.09 | 1,344% |
| Annual Report Gross Expense Ratio | 1.21 | 0.09 | 1,344% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 3.607 | 11.154 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 14.3B | 1% |
| Annual Yield % from dividends | 0.83 | 1.66 | 50% |
| Returns for 1 year | 1.18 | 19.38 | 6% |
| Returns for 3 years | 7.59 | 61.60 | 12% |
| Returns for 5 years | 43.91 | 120.49 | 36% |
| Returns for 10 years | 65.15 | 184.32 | 35% |
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