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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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published Highlights
Market Cap
The average market capitalization across the group is 141.75B. The market cap for tickers in the group ranges from 903.42M to 282.59B. BALCX holds the highest valuation in this group at 282.59B. The lowest valued company is LMRNX at 903.42M.
High and low price notable news
The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 7%. LMRNX experienced the highest price growth at 0%, while BALCX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
BALCX vs. LMRNX commentary
Sep 03, 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: 283B vs. LMRNX (903M). BALCX pays higher dividends than LMRNX: BALCX (1.14) vs LMRNX (0.96). 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 : 9.58 vs. LMRNX (8.40). LMRNX return over 5 years is better than : 31.41 vs. BALCX (26.81).
| 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 | 8.714 | 5.169 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 903M | 31,340% |
| Annual Yield % from dividends | 1.14 | 0.96 | 119% |
| Returns for 1 year | 9.58 | 8.40 | 114% |
| Returns for 3 years | 38.37 | 41.86 | 92% |
| Returns for 5 years | 26.81 | 31.41 | 85% |
| Returns for 10 years | 73.23 | 118.79 | 62% |
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