LMRIX
Price
$28.49
Change
+$0.24 (+0.85%)
Updated
Apr 23 closing price
Net Assets
115.76M
VFAIX
Price
$57.26
Change
+$0.72 (+1.27%)
Updated
Apr 23 closing price
Net Assets
13.06B
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LMRIX vs VFAIX

Header iconLMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIXBanner chart's image
1919 Financial Services I
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets115.76M
Vanguard Financials Index Admiral
Price$57.26
Change+$0.72 (+1.27%)
VolumeN/A
Net Assets13.06B
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Apr 25, 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 Buy and VFAIX is a Buy.

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FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.1B vs. LMRIX (116M). 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 : 13.16 vs. LMRIX (7.19). VFAIX return over 5 years is better than : 114.66 vs. LMRIX (50.24).
LMRIXVFAIXLMRIX / VFAIX
Total Expense Ratio1.100.091,222%
Annual Report Gross Expense Ratio1.100.091,222%
Fund Existence17 years21 years-
Gain YTD-3.879-4.38189%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets116M13.1B1%
Annual Yield % from dividends0.871.8347%
Returns for 1 year7.1913.1655%
Returns for 3 years-5.6328.55-20%
Returns for 5 years50.24114.6644%
Returns for 10 years53.38131.1541%
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