LMRIX
Price
$30.92
Change
-$0.06 (-0.19%)
Updated
Feb 14 closing price
Net Assets
128.29M
VFAIX
Price
$63.38
Change
+$0.09 (+0.14%)
Updated
Feb 14 closing price
Net Assets
13.45B
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LMRIX vs VFAIX

Header iconLMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIXBanner chart's image
1919 Financial Services I
Price$30.92
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets128.29M
Vanguard Financials Index Admiral
Price$63.38
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets13.45B
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Feb 15, 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 StrongBuy and VFAIX is a Buy.

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FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.4B vs. LMRIX (128M). VFAIX pays higher dividends than LMRIX: VFAIX (1.84) vs LMRIX (1.38). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (21 years). 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 : 30.87 vs. LMRIX (19.21). VFAIX return over 5 years is better than : 63.39 vs. LMRIX (12.32).
LMRIXVFAIXLMRIX / VFAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years21 years-
Gain YTD5.4106.98177%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets128M13.4B1%
Annual Yield % from dividends1.381.8475%
Returns for 1 year19.2130.8762%
Returns for 3 years-6.8928.40-24%
Returns for 5 years12.3263.3919%
Returns for 10 years69.67157.7244%
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