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FIDAX vs LMRIX
FIDAX vs LMRIX Comparison
Open Charts FIDAX vs LMRIX
JHancock Financial Industries A
Price$18.33
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets284.46M
1919 Financial Services I
Price$29.17
Change+$0.25 (+0.86%)
VolumeN/A
Net Assets111.15M
FIDAX vs LMRIX Comparison Chart in %
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FIDAX vs. LMRIX commentary
Oct 19, 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 FIDAX is a Buy and LMRIX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 284M vs. LMRIX (111M). FIDAX pays higher dividends than LMRIX: FIDAX (1.08) vs LMRIX (0.85). FIDAX was incepted earlier than LMRIX: FIDAX (30 years) vs LMRIX (18 years). FIDAX (1.28) is less costly to investors than LMRIX (1.21). FIDAX is a more actively managed with annual turnover of: 61.00 vs. LMRIX (4.00). FIDAX has a lower initial minimum investment than LMRIX: FIDAX (1000) vs LMRIX (1000000). FIDAX annual gain was more profitable for investors over the last year : -4.91 vs. LMRIX (-8.84). LMRIX return over 5 years is better than : 33.10 vs. FIDAX (14.45).
| FIDAX | LMRIX | FIDAX / LMRIX | |
| Total Expense Ratio | 1.27 | 1.21 | 105% |
| Annual Report Gross Expense Ratio | 1.28 | 1.21 | 106% |
| Fund Existence | 30 years | 18 years | - |
| Gain YTD | 1.495 | -0.749 | -200% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 111M | 256% |
| Annual Yield % from dividends | 1.08 | 0.85 | 127% |
| Returns for 1 year | -4.91 | -8.84 | 56% |
| Returns for 3 years | 13.98 | 3.35 | 418% |
| Returns for 5 years | 14.45 | 33.10 | 44% |
| Returns for 10 years | 15.76 | 51.11 | 31% |
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