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BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
BALFX vs LMRNX Comparison Chart in %
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BALFX vs. LMRNX commentary
Jun 25, 2026
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 Hold and LMRNX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. LMRNX (893M). BALFX pays higher dividends than LMRNX: BALFX (1.75) vs LMRNX (0.95). BALFX was incepted earlier than LMRNX: BALFX (25 years) vs LMRNX (18 years). LMRNX (0.69) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. LMRNX (11.00). 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 : 13.93 vs. LMRNX (7.30). BALFX (34.10) and LMRNX (33.65) have equivalent 5 years return.
| BALFX | LMRNX | BALFX / LMRNX | |
| Total Expense Ratio | 0.61 | 0.69 | 88% |
| Annual Report Gross Expense Ratio | 0.61 | 0.69 | 88% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 8.507 | 0.909 | 936% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 893M | 32,251% |
| Annual Yield % from dividends | 1.75 | 0.95 | 184% |
| Returns for 1 year | 13.93 | 7.30 | 191% |
| Returns for 3 years | 43.09 | 40.33 | 107% |
| Returns for 5 years | 34.10 | 33.65 | 101% |
| Returns for 10 years | 87.90 | 119.97 | 73% |
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