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BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
American Funds American Balanced F1
Price$34.76
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced I
Price$32.10
Change+$0.22 (+0.69%)
VolumeN/A
CapitalizationN/A
BALFX vs LMRNX Comparison Chart
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BALFX vs. LMRNX commentary
Dec 26, 2024
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: 239B vs. LMRNX (901M). BALFX pays higher dividends than LMRNX: BALFX (2.21) vs LMRNX (0.75). BALFX was incepted earlier than LMRNX: BALFX (24 years) vs LMRNX (16 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. LMRNX (10.00). BALFX has a lower initial minimum investment than LMRNX: BALFX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 18.54 vs. BALFX (11.40). LMRNX return over 5 years is better than : 59.78 vs. BALFX (30.93).
| BALFX | LMRNX | BALFX / LMRNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 10.914 | 18.151 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 901M | 26,526% |
| Annual Yield % from dividends | 2.21 | 0.75 | 297% |
| Returns for 1 year | 11.40 | 18.54 | 61% |
| Returns for 3 years | 9.72 | 13.66 | 71% |
| Returns for 5 years | 30.93 | 59.78 | 52% |
| Returns for 10 years | 52.87 | 60.59 | 87% |