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FIDCX vs LMRIX
FIDCX vs LMRIX Comparison
Open Charts FIDCX vs LMRIX
JHancock Financial Industries C
Price$15.71
Change-$0.17 (-1.07%)
VolumeN/A
Net Assets298.08M
1919 Financial Services I
Price$30.21
Change-$0.32 (-1.05%)
VolumeN/A
Net Assets118.14M
FIDCX vs LMRIX Comparison Chart in %
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FIDCX vs. LMRIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 298M vs. LMRIX (118M). LMRIX pays higher dividends than FIDCX: LMRIX (0.87) vs FIDCX (0.52). FIDCX was incepted earlier than LMRIX: FIDCX (26 years) vs LMRIX (17 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 : 7.10 vs. LMRIX (5.64). LMRIX return over 5 years is better than : 36.66 vs. FIDCX (8.06).
| FIDCX | LMRIX | FIDCX / LMRIX | |
| Total Expense Ratio | 1.97 | 1.21 | 163% |
| Annual Report Gross Expense Ratio | 1.98 | 1.21 | 164% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 4.178 | 2.790 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 118M | 253% |
| Annual Yield % from dividends | 0.52 | 0.87 | 61% |
| Returns for 1 year | 7.10 | 5.64 | 126% |
| Returns for 3 years | 4.10 | -1.39 | -294% |
| Returns for 5 years | 8.06 | 36.66 | 22% |
| Returns for 10 years | -2.80 | 53.88 | -5% |
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