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BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
1919 Socially Responsive Balanced I
Price$30.86
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets858.01M
BALCX vs LMRNX Comparison Chart
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BALCX vs. LMRNX commentary
May 09, 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 BALCX is a Buy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. LMRNX (858M). BALCX pays higher dividends than LMRNX: BALCX (1.29) vs LMRNX (0.93). BALCX was incepted earlier than LMRNX: BALCX (24 years) vs LMRNX (17 years). BALCX (1.31) is less costly to investors than LMRNX (0.73). BALCX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). BALCX has a lower initial minimum investment than LMRNX: BALCX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 6.09 vs. BALCX (3.96). LMRNX return over 5 years is better than : 57.93 vs. BALCX (32.61).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.31 | 0.73 | 179% |
| Annual Report Gross Expense Ratio | 1.31 | 0.73 | 179% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 0.192 | -2.009 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 858M | 27,273% |
| Annual Yield % from dividends | 1.29 | 0.93 | 139% |
| Returns for 1 year | 3.96 | 6.09 | 65% |
| Returns for 3 years | 19.76 | 33.39 | 59% |
| Returns for 5 years | 32.61 | 57.93 | 56% |
| Returns for 10 years | 44.56 | 73.67 | 60% |
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| NZDAUD | 0.92 | N/A | N/A |
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