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BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
1919 Socially Responsive Balanced I
Price$30.86
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets858.01M
BALFX vs LMRNX Comparison Chart
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BALFX vs. LMRNX commentary
May 09, 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: 234B vs. LMRNX (858M). BALFX pays higher dividends than LMRNX: BALFX (1.95) vs LMRNX (0.93). BALFX was incepted earlier than LMRNX: BALFX (24 years) vs LMRNX (17 years). LMRNX (0.73) 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). LMRNX annual gain was more profitable for investors over the last year : 5.68 vs. BALFX (4.62). LMRNX return over 5 years is better than : 57.31 vs. BALFX (36.37).
| BALFX | LMRNX | BALFX / LMRNX | |
| Total Expense Ratio | 0.61 | 0.73 | 84% |
| Annual Report Gross Expense Ratio | 0.61 | 0.73 | 84% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 0.272 | -2.391 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 858M | 27,273% |
| Annual Yield % from dividends | 1.95 | 0.93 | 210% |
| Returns for 1 year | 4.62 | 5.68 | 81% |
| Returns for 3 years | 19.25 | 29.79 | 65% |
| Returns for 5 years | 36.37 | 57.31 | 63% |
| Returns for 10 years | 49.51 | 72.08 | 69% |
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