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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.13
Change+$0.25 (+0.84%)
VolumeN/A
Net Assets118.17M
Vanguard Financials Index Admiral
Price$62.89
Change+$0.92 (+1.48%)
VolumeN/A
Net Assets13.04B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Jun 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.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. LMRIX (118M). VFAIX pays higher dividends than LMRIX: VFAIX (1.77) vs LMRIX (0.87). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (21 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 : 22.21 vs. LMRIX (10.33). VFAIX return over 5 years is better than : 117.10 vs. LMRIX (44.23).
| 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 | 17 years | 21 years | - |
| Gain YTD | -0.204 | 3.517 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 13B | 1% |
| Annual Yield % from dividends | 0.87 | 1.77 | 49% |
| Returns for 1 year | 10.33 | 22.21 | 47% |
| Returns for 3 years | 5.19 | 54.17 | 10% |
| Returns for 5 years | 44.23 | 117.10 | 38% |
| Returns for 10 years | 51.21 | 144.33 | 35% |
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