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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$28.83
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets107.59M
Vanguard Financials Index Admiral
Price$62.90
Change+$0.28 (+0.45%)
VolumeN/A
Net Assets14.04B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Nov 20, 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: 14B vs. LMRIX (108M). VFAIX pays higher dividends than LMRIX: VFAIX (1.61) vs LMRIX (0.89). LMRIX was incepted earlier than VFAIX: LMRIX (18 years) vs VFAIX (22 years). LMRIX (1.21) 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 : 2.65 vs. LMRIX (-13.94). VFAIX return over 5 years is better than : 86.84 vs. LMRIX (14.34).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | 1.21 | 0.09 | 1,344% |
| Annual Report Gross Expense Ratio | 1.21 | 0.09 | 1,344% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | -2.042 | 6.100 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 14B | 1% |
| Annual Yield % from dividends | 0.89 | 1.61 | 55% |
| Returns for 1 year | -13.94 | 2.65 | -527% |
| Returns for 3 years | -2.13 | 45.68 | -5% |
| Returns for 5 years | 14.34 | 86.84 | 17% |
| Returns for 10 years | 42.41 | 152.28 | 28% |
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