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BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
BALCX vs LMRNX Comparison Chart in %
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BALCX vs. LMRNX commentary
Jul 05, 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 BALCX is a Hold and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. LMRNX (909M). BALCX pays higher dividends than LMRNX: BALCX (1.14) vs LMRNX (0.99). BALCX was incepted earlier than LMRNX: BALCX (25 years) vs LMRNX (18 years). BALCX (1.30) is less costly to investors than LMRNX (0.69). BALCX is a more actively managed with annual turnover of: 50.00 vs. LMRNX (11.00). BALCX has a lower initial minimum investment than LMRNX: BALCX (250) vs LMRNX (1000000). BALCX annual gain was more profitable for investors over the last year : 12.30 vs. LMRNX (8.18). LMRNX return over 5 years is better than : 34.88 vs. BALCX (29.99).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.30 | 0.69 | 188% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 8.876 | 3.228 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 909M | 31,683% |
| Annual Yield % from dividends | 1.14 | 0.99 | 115% |
| Returns for 1 year | 12.30 | 8.18 | 150% |
| Returns for 3 years | 39.03 | 41.65 | 94% |
| Returns for 5 years | 29.99 | 34.88 | 86% |
| Returns for 10 years | 76.31 | 120.07 | 64% |
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