LMRIX
Price
$31.18
Change
+$0.32 (+1.04%)
Updated
Jul 3 closing price
Net Assets
124.65M
VFAIX
Price
$64.99
Change
+$0.69 (+1.07%)
Updated
Jul 3 closing price
Net Assets
13.04B
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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$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.

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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).
LMRIXVFAIXLMRIX / VFAIX
Total Expense Ratio1.100.091,222%
Annual Report Gross Expense Ratio1.100.091,222%
Fund Existence17 years21 years-
Gain YTD6.09110.03761%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets125M13B1%
Annual Yield % from dividends0.851.7249%
Returns for 1 year15.6528.8054%
Returns for 3 years10.4566.3016%
Returns for 5 years52.47130.4540%
Returns for 10 years63.28162.8239%
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