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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$29.09
Change-$0.56 (-1.89%)
VolumeN/A
Net Assets117.56M
Vanguard Financials Index Admiral
Price$60.64
Change-$1.30 (-2.10%)
VolumeN/A
Net Assets13.04B
LMRIX vs VFAIX Comparison Chart
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LMRIX vs. VFAIX commentary
Jun 16, 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 LMRIX is a StrongBuy and VFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. LMRIX (118M). VFAIX pays higher dividends than LMRIX: VFAIX (1.77) vs LMRIX (0.87). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (21 years). LMRIX (1.10) is less costly to investors than VFAIX (0.09). VFAIX is a more actively managed with annual turnover of: 5.00 vs. LMRIX (4.00). VFAIX has a lower initial minimum investment than LMRIX: VFAIX (100000) vs LMRIX (1000000). VFAIX annual gain was more profitable for investors over the last year : 22.59 vs. LMRIX (10.33). VFAIX return over 5 years is better than : 106.89 vs. LMRIX (38.17).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | 1.10 | 0.09 | 1,222% |
| Annual Report Gross Expense Ratio | 1.10 | 0.09 | 1,222% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | -1.021 | 2.553 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 13B | 1% |
| Annual Yield % from dividends | 0.87 | 1.77 | 49% |
| Returns for 1 year | 10.33 | 22.59 | 46% |
| Returns for 3 years | 8.08 | 58.01 | 14% |
| Returns for 5 years | 38.17 | 106.89 | 36% |
| Returns for 10 years | 51.29 | 141.11 | 36% |
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