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BALCX vs LMRNX ᐉ Comparison: Which is Better to Invest?
BALCX vs LMRNX Comparison
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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).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.32 | 0.73 | 181% |
| Annual Report Gross Expense Ratio | 1.32 | 0.73 | 181% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 8.720 | 15.665 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | 1000000 | 0% |
| Net Assets | 204B | 734M | 27,793% |
| Annual Yield % from dividends | 0.86 | 0.75 | 114% |
| Returns for 1 year | 6.74 | 12.81 | 53% |
| Returns for 3 years | 2.92 | 10.85 | 27% |
| Returns for 5 years | 20.39 | 59.96 | 34% |
| Returns for 10 years | 35.44 | 35.49 | 100% |
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