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JFIFX vs LMRIX
JFIFX vs LMRIX Comparison
Open Charts JFIFX vs LMRIX
JHancock Financial Industries I
Price$18.87
Change-$0.22 (-1.15%)
VolumeN/A
Net Assets298.08M
1919 Financial Services I
Price$30.21
Change-$0.32 (-1.05%)
VolumeN/A
Net Assets118.14M
JFIFX vs LMRIX Comparison Chart in %
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JFIFX 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 JFIFX is a Buy and LMRIX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 298M vs. LMRIX (118M). JFIFX pays higher dividends than LMRIX: JFIFX (1.29) vs LMRIX (0.87). JFIFX was incepted earlier than LMRIX: JFIFX (9 years) vs LMRIX (17 years). LMRIX (1.21) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. LMRIX (4.00). JFIFX has a lower initial minimum investment than LMRIX: JFIFX (250000) vs LMRIX (1000000). JFIFX annual gain was more profitable for investors over the last year : 9.86 vs. LMRIX (5.64). LMRIX return over 5 years is better than : 36.66 vs. JFIFX (18.75).
| JFIFX | LMRIX | JFIFX / LMRIX | |
| Total Expense Ratio | 0.97 | 1.21 | 80% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 4.775 | 2.790 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 118M | 253% |
| Annual Yield % from dividends | 1.29 | 0.87 | 149% |
| Returns for 1 year | 9.86 | 5.64 | 175% |
| Returns for 3 years | 9.57 | -1.39 | -687% |
| Returns for 5 years | 18.75 | 36.66 | 51% |
| Returns for 10 years | N/A | 53.88 | - |
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