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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$31.18
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets124.65M
Vanguard Financials Index Admiral
Price$64.99
Change+$0.69 (+1.07%)
VolumeN/A
Net Assets13.04B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX 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 LMRIX is a StrongBuy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. LMRIX (125M). 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 (1.10) 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 : 28.80 vs. LMRIX (15.65). VFAIX return over 5 years is better than : 130.45 vs. LMRIX (52.47).
| 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 | 6.091 | 10.037 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 13B | 1% |
| Annual Yield % from dividends | 0.85 | 1.72 | 49% |
| Returns for 1 year | 15.65 | 28.80 | 54% |
| Returns for 3 years | 10.45 | 66.30 | 16% |
| Returns for 5 years | 52.47 | 130.45 | 40% |
| Returns for 10 years | 63.28 | 162.82 | 39% |
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