Interact to see
Advertisement
Advertisement
FIDCX vs LMRIX
FIDCX vs LMRIX Comparison
Open Charts FIDCX vs LMRIX
JHancock Financial Industries C
Price$15.21
Change+$0.13 (+0.86%)
VolumeN/A
Net Assets284.46M
1919 Financial Services I
Price$29.17
Change+$0.25 (+0.86%)
VolumeN/A
Net Assets111.15M
FIDCX vs LMRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDCX 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 FIDCX is a Buy and LMRIX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 284M vs. LMRIX (111M). LMRIX pays higher dividends than FIDCX: LMRIX (0.85) vs FIDCX (0.52). FIDCX was incepted earlier than LMRIX: FIDCX (27 years) vs LMRIX (18 years). FIDCX (1.98) is less costly to investors than LMRIX (1.21). FIDCX is a more actively managed with annual turnover of: 61.00 vs. LMRIX (4.00). FIDCX has a lower initial minimum investment than LMRIX: FIDCX (1000) vs LMRIX (1000000). FIDCX annual gain was more profitable for investors over the last year : -7.14 vs. LMRIX (-8.84). LMRIX return over 5 years is better than : 33.10 vs. FIDCX (4.76).
| FIDCX | LMRIX | FIDCX / LMRIX | |
| Total Expense Ratio | 1.97 | 1.21 | 163% |
| Annual Report Gross Expense Ratio | 1.98 | 1.21 | 164% |
| Fund Existence | 27 years | 18 years | - |
| Gain YTD | 0.862 | -0.749 | -115% |
| Front Load | N/A | 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 | 0.52 | 0.85 | 61% |
| Returns for 1 year | -7.14 | -8.84 | 81% |
| Returns for 3 years | 8.62 | 3.35 | 258% |
| Returns for 5 years | 4.76 | 33.10 | 14% |
| Returns for 10 years | 0.74 | 51.11 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZALX | 30.05 | 0.13 | +0.43% |
| Fidelity Advisor Mega Cap Stock Z | |||
| VCAAX | 12.76 | 0.03 | +0.24% |
| VALIC Company I Asset Allocation | |||
| PJHRX | 33.82 | -0.04 | -0.12% |
| PGIM Jennison Health Sciences R | |||
| BGEWX | 11.85 | -0.03 | -0.25% |
| Baillie Gifford Emer Mkt Ex Chn Instl | |||
| AIORX | 11.04 | -0.05 | -0.45% |
| American Century International Opps R | |||