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BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
American Funds American Balanced F1
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
1919 Socially Responsive Balanced I
Price$34.30
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets945.59M
BALFX vs LMRNX Comparison Chart in %
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BALFX vs. LMRNX commentary
Oct 28, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 268B vs. LMRNX (946M). BALFX pays higher dividends than LMRNX: BALFX (1.72) vs LMRNX (1.00). 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 : 10.94 vs. LMRNX (10.32). LMRNX return over 5 years is better than : 50.47 vs. BALFX (44.22).
| 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 | 15.868 | 9.677 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 946M | 28,330% |
| Annual Yield % from dividends | 1.72 | 1.00 | 173% |
| Returns for 1 year | 10.94 | 10.32 | 106% |
| Returns for 3 years | 48.78 | 52.54 | 93% |
| Returns for 5 years | 44.22 | 50.47 | 88% |
| Returns for 10 years | 74.64 | 99.40 | 75% |
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