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BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
1919 Socially Responsive Balanced I
Price$33.78
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets938.18M
BALFX vs LMRNX Comparison Chart in %
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BALFX vs. LMRNX commentary
Sep 17, 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 BALFX is a Buy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. LMRNX (938M). BALFX pays higher dividends than LMRNX: BALFX (1.77) vs LMRNX (0.91). BALFX was incepted earlier than LMRNX: BALFX (25 years) vs LMRNX (17 years). LMRNX (0.70) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). BALFX has a lower initial minimum investment than LMRNX: BALFX (250) vs LMRNX (1000000). BALFX annual gain was more profitable for investors over the last year : 9.76 vs. LMRNX (9.24). LMRNX return over 5 years is better than : 53.41 vs. BALFX (41.91).
| BALFX | LMRNX | BALFX / LMRNX | |
| Total Expense Ratio | 0.61 | 0.70 | 87% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 13.237 | 7.871 | 168% |
| 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 | 1.77 | 0.91 | 194% |
| Returns for 1 year | 9.76 | 9.24 | 106% |
| Returns for 3 years | 43.20 | 47.16 | 92% |
| Returns for 5 years | 41.91 | 53.41 | 78% |
| Returns for 10 years | 79.15 | 100.51 | 79% |
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