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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$28.49
Change-$1.54 (-5.13%)
VolumeN/A
Net Assets123.87M
Vanguard Financials Index Admiral
Price$57.09
Change-$3.33 (-5.51%)
VolumeN/A
Net Assets13.77B
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Apr 04, 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: 13.8B vs. LMRIX (124M). VFAIX pays higher dividends than LMRIX: VFAIX (1.83) vs LMRIX (0.87). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (21 years). LMRIX (1.10) 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 : 19.61 vs. LMRIX (12.59). VFAIX return over 5 years is better than : 154.96 vs. LMRIX (77.11).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | 1.10 | 0.09 | 1,222% |
| Annual Report Gross Expense Ratio | 1.10 | 0.09 | 1,222% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 2.178 | 2.181 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 13.8B | 1% |
| Annual Yield % from dividends | 0.87 | 1.83 | 47% |
| Returns for 1 year | 12.59 | 19.61 | 64% |
| Returns for 3 years | -4.03 | 30.03 | -13% |
| Returns for 5 years | 77.11 | 154.96 | 50% |
| Returns for 10 years | 63.96 | 146.62 | 44% |
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