Ad is loading...
Ad is loading...
BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
American Funds American Balanced F1
Price$37.14
Change+$0.07 (+0.19%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced I
Price$32.64
Change+$0.09 (+0.28%)
VolumeN/A
CapitalizationN/A
BALFX vs LMRNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. LMRNX commentary
Dec 09, 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 StrongBuy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. LMRNX (919M). 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 : 24.56 vs. BALFX (22.32). LMRNX return over 5 years is better than : 65.52 vs. BALFX (38.20).
| 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 | 17.281 | 19.896 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 919M | 26,442% |
| Annual Yield % from dividends | 2.21 | 0.75 | 297% |
| Returns for 1 year | 22.32 | 24.56 | 91% |
| Returns for 3 years | 14.11 | 15.14 | 93% |
| Returns for 5 years | 38.20 | 65.52 | 58% |
| Returns for 10 years | 54.07 | 64.29 | 84% |