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LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$29.47
Change-$0.32 (-1.07%)
VolumeN/A
Net Assets111.52M
Vanguard Financials Index Admiral
Price$64.58
Change-$0.95 (-1.45%)
VolumeN/A
Net Assets14.04B
LMRIX vs VFAIX Comparison Chart in %
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LMRIX vs. VFAIX commentary
Nov 14, 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 Buy and VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14B vs. LMRIX (112M). VFAIX pays higher dividends than LMRIX: VFAIX (1.61) vs LMRIX (0.89). 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 : 7.28 vs. LMRIX (-11.61). VFAIX return over 5 years is better than : 96.99 vs. LMRIX (19.12).
| 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 | 1.361 | 11.030 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 14B | 1% |
| Annual Yield % from dividends | 0.89 | 1.61 | 55% |
| Returns for 1 year | -11.61 | 7.28 | -160% |
| Returns for 3 years | 0.27 | 49.34 | 1% |
| Returns for 5 years | 19.12 | 96.99 | 20% |
| Returns for 10 years | 51.23 | 172.12 | 30% |
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