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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$33.88
Change+$0.03 (+0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$61.28
Change+$0.31 (+0.51%)
VolumeN/A
CapitalizationN/A
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Nov 18, 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 Buy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 11.3B vs. LMRIX (131M). 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 : 46.26 vs. LMRIX (31.39). VFAIX return over 5 years is better than : 66.61 vs. LMRIX (24.06).
| 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 | 30.760 | 33.402 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 11.3B | 1% |
| Annual Yield % from dividends | 1.38 | 1.84 | 75% |
| Returns for 1 year | 31.39 | 46.26 | 68% |
| Returns for 3 years | -5.43 | 23.18 | -23% |
| Returns for 5 years | 24.06 | 66.61 | 36% |
| Returns for 10 years | 82.53 | 157.88 | 52% |
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