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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Aug 28, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14.9B vs. LMRIX (98.4M). VFAIX pays higher dividends than LMRIX: VFAIX (1.67) vs LMRIX (0.25). LMRIX was incepted earlier than VFAIX: LMRIX (18 years) vs VFAIX (23 years). LMRIX (1.23) is less costly to investors than VFAIX (0.09). LMRIX is a more actively managed with annual turnover of: 9.00 vs. VFAIX (5.00). 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 : 8.61 vs. LMRIX (-7.75). VFAIX return over 5 years is better than : 49.05 vs. LMRIX (-12.79).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | 1.23 | 0.09 | 1,367% |
| Annual Report Gross Expense Ratio | 1.23 | 0.09 | 1,367% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 6.778 | 6.791 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 14.9B | 1% |
| Annual Yield % from dividends | 0.25 | 1.67 | 15% |
| Returns for 1 year | -7.75 | 8.61 | -90% |
| Returns for 3 years | 14.92 | 74.17 | 20% |
| Returns for 5 years | -12.79 | 49.05 | -26% |
| Returns for 10 years | 49.71 | 187.74 | 26% |
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