BALCX
Price
$36.64
Change
+$0.10 (+0.27%)
Updated
Jul 10 closing price
Net Assets
252.22B
LMRNX
Price
$32.78
Change
-$0.06 (-0.18%)
Updated
Jul 10 closing price
Net Assets
915.73M
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BALCX vs LMRNX

Header iconBALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNXBanner chart's image
American Funds American Balanced C
Price$36.64
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
1919 Socially Responsive Balanced I
Price$32.78
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets915.73M
BALCX vs LMRNX Comparison Chart in %
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BALCX vs. LMRNX commentary
Jul 11, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. LMRNX (916M). BALCX pays higher dividends than LMRNX: BALCX (1.19) 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 (0.70). 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 : 6.86 vs. BALCX (6.26). LMRNX return over 5 years is better than : 55.35 vs. BALCX (36.27).
BALCXLMRNXBALCX / LMRNX
Total Expense Ratio1.310.70187%
Annual Report Gross Expense Ratio1.310.70187%
Fund Existence24 years17 years-
Gain YTD7.8904.746166%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B916M27,511%
Annual Yield % from dividends1.190.93128%
Returns for 1 year6.266.8691%
Returns for 3 years33.2843.0777%
Returns for 5 years36.2755.3566%
Returns for 10 years57.0586.8466%
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