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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.34
Change-$0.35 (-1.14%)
VolumeN/A
Net Assets125.59M
Vanguard Financials Index Admiral
Price$61.76
Change-$0.96 (-1.53%)
VolumeN/A
Net Assets13.45B
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.4B 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 : 27.00 vs. LMRIX (17.19). VFAIX return over 5 years is better than : 61.44 vs. LMRIX (10.96).
| 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 | 3.232 | 4.395 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 13.4B | 1% |
| Annual Yield % from dividends | 1.38 | 1.84 | 75% |
| Returns for 1 year | 17.19 | 27.00 | 64% |
| Returns for 3 years | -5.89 | 29.35 | -20% |
| Returns for 5 years | 10.96 | 61.44 | 18% |
| Returns for 10 years | 66.86 | 151.99 | 44% |
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