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FIDCX vs LMRIX
FIDCX vs LMRIX Comparison
Open Charts FIDCX vs LMRIX
JHancock Financial Industries C
Price$15.92
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets300.79M
1919 Financial Services I
Price$30.86
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets119.35M
FIDCX vs LMRIX Comparison Chart in %
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FIDCX vs. LMRIX commentary
Sep 09, 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: 301M vs. LMRIX (119M). LMRIX pays higher dividends than FIDCX: LMRIX (0.83) vs FIDCX (0.51). FIDCX was incepted earlier than LMRIX: FIDCX (27 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 : 7.72 vs. LMRIX (5.15). LMRIX return over 5 years is better than : 44.93 vs. FIDCX (12.27).
| 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 | 17 years | - |
| Gain YTD | 5.570 | 5.002 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 119M | 253% |
| Annual Yield % from dividends | 0.51 | 0.83 | 61% |
| Returns for 1 year | 7.72 | 5.15 | 150% |
| Returns for 3 years | 9.92 | 5.86 | 169% |
| Returns for 5 years | 12.27 | 44.93 | 27% |
| Returns for 10 years | 5.98 | 65.10 | 9% |
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