Ad is loading...
LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$28.93
Change-$1.03 (-3.44%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$58.18
Change-$2.40 (-3.96%)
VolumeN/A
CapitalizationN/A
LMRIX vs VFAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMRIX vs. VFAIX commentary
Dec 19, 2024
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 StrongSell and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. LMRIX (126M). 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 : 33.29 vs. LMRIX (17.07). VFAIX return over 5 years is better than : 59.77 vs. LMRIX (9.30).
| 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 | 16.616 | 31.878 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 13B | 1% |
| Annual Yield % from dividends | 1.38 | 1.84 | 75% |
| Returns for 1 year | 17.07 | 33.29 | 51% |
| Returns for 3 years | -6.67 | 28.74 | -23% |
| Returns for 5 years | 9.30 | 59.77 | 16% |
| Returns for 10 years | 60.82 | 148.55 | 41% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VCIT | 81.36 | -0.04 | -0.05% |
| Vanguard Interm-Term Corp Bd ETF | |||
| CRUZ | 27.23 | -0.05 | -0.19% |
| Defiance Hotel, Airline, and Cruise ETF | |||
| EQTY | 24.39 | -0.21 | -0.86% |
| Kovitz Core Equity ETF | |||
| SVIX | 28.28 | -0.61 | -2.11% |
| -1x Short VIX Futures ETF | |||
| XJR | 43.07 | -1.08 | -2.44% |
| iShares® ESG Screened S&P Small-Cap ETF | |||