LMRIX
Price
$30.72
Change
+$0.20 (+0.66%)
Updated
Jul 25 closing price
Net Assets
122M
VFAIX
Price
$65.29
Change
+$0.45 (+0.69%)
Updated
Jul 25 closing price
Net Assets
13.76B
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LMRIX vs VFAIX

Header iconLMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIXBanner chart's image
1919 Financial Services I
Price$30.72
Change+$0.20 (+0.66%)
VolumeN/A
Net Assets122M
Vanguard Financials Index Admiral
Price$65.29
Change+$0.45 (+0.69%)
VolumeN/A
Net Assets13.76B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.8B vs. LMRIX (122M). VFAIX pays higher dividends than LMRIX: VFAIX (1.72) vs LMRIX (0.85). LMRIX was incepted earlier than VFAIX: LMRIX (17 years) vs VFAIX (21 years). LMRIX (1.21) 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 : 24.73 vs. LMRIX (6.14). VFAIX return over 5 years is better than : 119.87 vs. LMRIX (44.79).
LMRIXVFAIXLMRIX / VFAIX
Total Expense Ratio1.210.091,344%
Annual Report Gross Expense Ratio1.210.091,344%
Fund Existence17 years21 years-
Gain YTD4.52510.54543%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets122M13.8B1%
Annual Yield % from dividends0.851.7249%
Returns for 1 year6.1424.7325%
Returns for 3 years9.8763.7315%
Returns for 5 years44.79119.8737%
Returns for 10 years60.55160.2038%
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