BALCX
Price
$30.90
Change
+$0.05 (+0.16%)
Updated
Dec 8, 6:59 PM EST
LMRNX
Price
$26.43
Change
+$0.04 (+0.15%)
Updated
Dec 8, 6:59 PM EST
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BALCX vs LMRNX ᐉ Comparison: Which is Better to Invest?

Header iconBALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNXBanner chart's image
American Funds American Balanced C
Price$30.90
Change+$0.05 (+0.16%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced I
Price$26.43
Change+$0.04 (+0.15%)
VolumeN/A
CapitalizationN/A
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BALCX vs LMRNX Comparison Chart

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VS
BALCX vs. LMRNX commentary
Dec 10, 2023

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: 204B vs. LMRNX (734M). BALCX pays higher dividends than LMRNX: BALCX (0.86) vs LMRNX (0.75). BALCX was incepted earlier than LMRNX: BALCX (23 years) vs LMRNX (15 years). BALCX (1.32) is less costly to investors than LMRNX (0.73). BALCX is a more actively managed with annual turnover of: 52.00 vs. LMRNX (13.00). BALCX has a lower initial minimum investment than LMRNX: BALCX (250) vs LMRNX (1000000). LMRNX IRA initial investment is lower compared to BALCX: LMRNX (1000000) vs BALCX (250). LMRNX annual gain was more profitable for investors over the last year : 12.81 vs. BALCX (6.74). LMRNX return over 5 years is better than : 59.96 vs. BALCX (20.39).
BALCXLMRNXBALCX / LMRNX
Total Expense Ratio1.320.73181%
Annual Report Gross Expense Ratio1.320.73181%
Fund Existence23 years15 years-
Gain YTD8.72015.66556%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRA25010000000%
Net Assets204B734M27,793%
Annual Yield % from dividends0.860.75114%
Returns for 1 year6.7412.8153%
Returns for 3 years2.9210.8527%
Returns for 5 years20.3959.9634%
Returns for 10 years35.4435.49100%
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