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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
Jun 29, 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 Hold and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.5B vs. LMRIX (96.5M). VFAIX pays higher dividends than LMRIX: VFAIX (1.54) vs LMRIX (0.27). LMRIX was incepted earlier than VFAIX: LMRIX (18 years) vs VFAIX (22 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 : 4.85 vs. LMRIX (-10.28). VFAIX return over 5 years is better than : 44.90 vs. LMRIX (-16.72).
| 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 | 22 years | - |
| Gain YTD | 0.857 | -1.333 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 13.5B | 1% |
| Annual Yield % from dividends | 0.27 | 1.54 | 18% |
| Returns for 1 year | -10.28 | 4.85 | -212% |
| Returns for 3 years | 13.28 | 65.64 | 20% |
| Returns for 5 years | -16.72 | 44.90 | -37% |
| Returns for 10 years | 56.10 | 191.10 | 29% |
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