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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets124.8M
Vanguard Financials Index Admiral
Price$61.53
Change+$0.52 (+0.85%)
VolumeN/A
Net Assets12.43B
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Jan 19, 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 StrongBuy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 12.4B vs. LMRIX (125M). VFAIX pays higher dividends than LMRIX: VFAIX (1.84) vs LMRIX (1.38). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (21 years). VFAIX is a more actively managed with annual turnover of: 20.00 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 : 35.28 vs. LMRIX (19.84). VFAIX return over 5 years is better than : 59.80 vs. LMRIX (9.32).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 2.212 | 4.006 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 12.4B | 1% |
| Annual Yield % from dividends | 1.38 | 1.84 | 75% |
| Returns for 1 year | 19.84 | 35.28 | 56% |
| Returns for 3 years | -11.51 | 25.36 | -45% |
| Returns for 5 years | 9.32 | 59.80 | 16% |
| Returns for 10 years | 73.47 | 162.24 | 45% |
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