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BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
1919 Socially Responsive Balanced I
Price$33.71
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets938.18M
BALCX vs LMRNX Comparison Chart in %
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BALCX vs. LMRNX commentary
Sep 19, 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: 263B vs. LMRNX (938M). BALCX pays higher dividends than LMRNX: BALCX (1.16) vs LMRNX (0.91). BALCX was incepted earlier than LMRNX: BALCX (25 years) vs LMRNX (17 years). BALCX (1.31) is less costly to investors than LMRNX (0.70). 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 : 9.21 vs. BALCX (8.68). LMRNX return over 5 years is better than : 54.53 vs. BALCX (38.82).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.31 | 0.70 | 187% |
| Annual Report Gross Expense Ratio | 1.31 | 0.70 | 187% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 12.513 | 7.744 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 938M | 28,038% |
| Annual Yield % from dividends | 1.16 | 0.91 | 127% |
| Returns for 1 year | 8.68 | 9.21 | 94% |
| Returns for 3 years | 40.18 | 46.98 | 86% |
| Returns for 5 years | 38.82 | 54.53 | 71% |
| Returns for 10 years | 71.19 | 100.28 | 71% |