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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.24
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets104.49M
Vanguard Financials Index Admiral
Price$65.09
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets14.67B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Feb 04, 2026
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 Buy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14.7B vs. LMRIX (104M). VFAIX pays higher dividends than LMRIX: VFAIX (1.59) vs LMRIX (0.26). LMRIX was incepted earlier than VFAIX: LMRIX (18 years) vs VFAIX (22 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 : 5.42 vs. LMRIX (-11.80). VFAIX return over 5 years is better than : 77.73 vs. LMRIX (-1.41).
| LMRIX | VFAIX | LMRIX / VFAIX | |
| Total Expense Ratio | 1.21 | 0.09 | 1,344% |
| Annual Report Gross Expense Ratio | 1.21 | 0.09 | 1,344% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 0.521 | -0.882 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 14.7B | 1% |
| Annual Yield % from dividends | 0.26 | 1.59 | 16% |
| Returns for 1 year | -11.80 | 5.42 | -218% |
| Returns for 3 years | -8.35 | 47.96 | -17% |
| Returns for 5 years | -1.41 | 77.73 | -2% |
| Returns for 10 years | 65.52 | 211.77 | 31% |
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