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Compare predictions BALFX vs LMRNX
BALFX vs LMRNX Comparison
Open Charts BALFX vs LMRNX
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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).
| BALFX | LMRNX | BALFX / LMRNX | |
| Total Expense Ratio | 0.62 | 0.73 | 85% |
| Annual Report Gross Expense Ratio | 0.62 | 0.73 | 85% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 9.490 | 15.665 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | 1000000 | 0% |
| Net Assets | 204B | 734M | 27,793% |
| Annual Yield % from dividends | 1.52 | 0.75 | 202% |
| Returns for 1 year | 7.51 | 12.81 | 59% |
| Returns for 3 years | 5.15 | 10.85 | 47% |
| Returns for 5 years | 24.02 | 59.96 | 40% |
| Returns for 10 years | 41.63 | 35.49 | 117% |