Interact to see
Advertisement
Advertisement
LMRIX vs VFAIX
LMRIX vs VFAIX Comparison
Open Charts LMRIX vs VFAIX
1919 Financial Services I
Price$30.01
Change+$0.39 (+1.32%)
VolumeN/A
Net Assets110.1M
Vanguard Financials Index Admiral
Price$65.51
Change+$0.87 (+1.35%)
VolumeN/A
Net Assets14.04B
LMRIX vs VFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMRIX vs. VFAIX commentary
Dec 04, 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 (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 : 5.52 vs. LMRIX (-11.63). VFAIX return over 5 years is better than : 83.53 vs. LMRIX (17.95).
| 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 | 2.110 | 10.997 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 14B | 1% |
| Annual Yield % from dividends | 0.87 | 1.58 | 55% |
| Returns for 1 year | -11.63 | 5.52 | -211% |
| Returns for 3 years | -0.20 | 49.80 | -0% |
| Returns for 5 years | 17.95 | 83.53 | 21% |
| Returns for 10 years | 47.83 | 162.77 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BPI | 32.26 | 0.61 | +1.94% |
| Grayscale Bitcoin Premium Income ETF | |||
| FDIV | 27.08 | 0.28 | +1.06% |
| MarketDesk Focused U.S. Dividend ETF | |||
| THNQ | 65.00 | 0.18 | +0.28% |
| Robo Global® Artificial Intelligence ETF | |||
| CLOA | 51.74 | N/A | +0.01% |
| iShares AAA CLO Active ETF | |||
| FCFY | 27.00 | N/A | N/A |
| First Trust S&P 500 Div Fr CA Flw ETF | |||