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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.53
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets121.79M
Vanguard Financials Index Admiral
Price$63.80
Change+$0.59 (+0.93%)
VolumeN/A
Net Assets13.04B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Jul 02, 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 (122M). 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 : 26.57 vs. LMRIX (13.07). VFAIX return over 5 years is better than : 124.30 vs. LMRIX (47.85).
| 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 | 3.266 | 7.023 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 13B | 1% |
| Annual Yield % from dividends | 0.87 | 1.77 | 49% |
| Returns for 1 year | 13.07 | 26.57 | 49% |
| Returns for 3 years | 10.08 | 61.74 | 16% |
| Returns for 5 years | 47.85 | 124.30 | 39% |
| Returns for 10 years | 58.93 | 155.22 | 38% |
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