FIDSX
Price
$16.16
Change
+$0.16 (+1.00%)
Updated
Jul 3 closing price
Net Assets
1.09B
LMRIX
Price
$31.18
Change
+$0.32 (+1.04%)
Updated
Jul 3 closing price
Net Assets
124.65M
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FIDSX vs LMRIX

Header iconFIDSX vs LMRIX Comparison
Open Charts FIDSX vs LMRIXBanner chart's image
Fidelity Select Financials Port
Price$16.16
Change+$0.16 (+1.00%)
VolumeN/A
Net Assets1.09B
1919 Financial Services I
Price$31.18
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets124.65M
FIDSX vs LMRIX Comparison Chart in %
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FIDSX vs. LMRIX commentary
Jul 07, 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 FIDSX is a StrongBuy and LMRIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. LMRIX (125M). FIDSX pays higher dividends than LMRIX: FIDSX (1.36) vs LMRIX (0.85). FIDSX was incepted earlier than LMRIX: FIDSX (44 years) vs LMRIX (17 years). LMRIX (1.10) is less costly to investors than FIDSX (0.69). FIDSX is a more actively managed with annual turnover of: 35.00 vs. LMRIX (4.00). FIDSX has a lower initial minimum investment than LMRIX: FIDSX (0) vs LMRIX (1000000). FIDSX annual gain was more profitable for investors over the last year : 26.33 vs. LMRIX (15.65). FIDSX return over 5 years is better than : 128.65 vs. LMRIX (52.47).
FIDSXLMRIXFIDSX / LMRIX
Total Expense Ratio0.691.1063%
Annual Report Gross Expense Ratio0.691.1063%
Fund Existence44 years17 years-
Gain YTD8.6116.091141%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B125M870%
Annual Yield % from dividends1.360.85160%
Returns for 1 year26.3315.65168%
Returns for 3 years61.2210.45586%
Returns for 5 years128.6552.47245%
Returns for 10 years99.4063.28157%
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