BALFX
Price
$31.15
Change
+$0.06 (+0.19%)
Updated
Dec 8, 6:59 PM EST
LMRNX
Price
$26.43
Change
+$0.04 (+0.15%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions BALFX vs LMRNX

Header iconBALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNXBanner chart's image
American Funds American Balanced F1
Price$31.15
Change+$0.06 (+0.19%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced I
Price$26.43
Change+$0.04 (+0.15%)
VolumeN/A
CapitalizationN/A
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BALFX vs LMRNX Comparison Chart

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VS
BALFX vs. LMRNX commentary
Dec 10, 2023

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: 204B vs. LMRNX (734M). BALFX pays higher dividends than LMRNX: BALFX (1.52) vs LMRNX (0.75). BALFX was incepted earlier than LMRNX: BALFX (23 years) vs LMRNX (15 years). LMRNX (0.73) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 52.00 vs. LMRNX (13.00). BALFX has a lower initial minimum investment than LMRNX: BALFX (250) vs LMRNX (1000000). LMRNX IRA initial investment is lower compared to BALFX: LMRNX (1000000) vs BALFX (250). LMRNX annual gain was more profitable for investors over the last year : 12.81 vs. BALFX (7.51). LMRNX return over 5 years is better than : 59.96 vs. BALFX (24.02).
BALFXLMRNXBALFX / LMRNX
Total Expense Ratio0.620.7385%
Annual Report Gross Expense Ratio0.620.7385%
Fund Existence23 years15 years-
Gain YTD9.49015.66561%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRA25010000000%
Net Assets204B734M27,793%
Annual Yield % from dividends1.520.75202%
Returns for 1 year7.5112.8159%
Returns for 3 years5.1510.8547%
Returns for 5 years24.0259.9640%
Returns for 10 years41.6335.49117%
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