LMRIX
Price
$26.11
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
VFAIX
Price
$48.70
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
Ad is loading...

Compare predictions LMRIX vs VFAIX

Header iconLMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIXBanner chart's image
1919 Financial Services I
Price$26.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$48.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
LMRIX vs VFAIX Comparison Chart

Loading...

VS
LMRIX vs. VFAIX commentary
Feb 23, 2024

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: 9.52B vs. LMRIX (115M). VFAIX pays higher dividends than LMRIX: VFAIX (2.04) vs LMRIX (1.46). LMRIX was incepted earlier than VFAIX: LMRIX (16 years) vs VFAIX (20 years). LMRIX (1.10) is less costly to investors than VFAIX (0.10). VFAIX is a more actively managed with annual turnover of: 20.00 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 : 11.68 vs. LMRIX (-9.62). VFAIX return over 5 years is better than : 45.62 vs. LMRIX (4.95).
LMRIXVFAIXLMRIX / VFAIX
Total Expense Ratio1.100.101,100%
Annual Report Gross Expense Ratio1.100.101,100%
Fund Existence16 years20 years-
Gain YTD0.7725.36614%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRA1000000N/A-
Net Assets115M9.52B1%
Annual Yield % from dividends1.462.0472%
Returns for 1 year-9.6211.68-82%
Returns for 3 years-13.5419.92-68%
Returns for 5 years4.9545.6211%
Returns for 10 years53.73126.7742%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JDST7.580.23
+3.13%
Direxion Daily Jr Gld Mnrs Bear 2X ETF
EQRR55.970.55
+1.00%
ProShares Equities for Rising Rates ETF
BKHY47.400.24
+0.51%
BNY Mellon High Yield Beta ETF
CMSA24.780.11
+0.45%
CMS Energy Corp
MLPX45.890.08
+0.17%
Global X MLP & Energy Infrastructure ETF