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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$27.27
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets109.53M
Vanguard Financials Index Admiral
Price$68.00
Change-$0.14 (-0.21%)
VolumeN/A
Net Assets14.25B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Dec 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 Hold and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14.2B vs. LMRIX (110M). VFAIX pays higher dividends than LMRIX: VFAIX (1.58) vs LMRIX (0.87). 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 : 13.19 vs. LMRIX (-8.49). VFAIX return over 5 years is better than : 90.35 vs. LMRIX (5.50).
| 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 | -7.213 | 15.216 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 14.2B | 1% |
| Annual Yield % from dividends | 0.87 | 1.58 | 55% |
| Returns for 1 year | -8.49 | 13.19 | -64% |
| Returns for 3 years | -1.23 | 65.68 | -2% |
| Returns for 5 years | 5.50 | 90.35 | 6% |
| Returns for 10 years | 46.41 | 177.99 | 26% |