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LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$31.96
Change-$0.35 (-1.08%)
VolumeN/A
Net Assets898.73M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
LMRNX vs RLBCX Comparison Chart
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LMRNX vs. RLBCX commentary
Feb 23, 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 LMRNX is a Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. LMRNX (899M). RLBCX pays higher dividends than LMRNX: RLBCX (1.98) vs LMRNX (0.75). LMRNX was incepted earlier than RLBCX: LMRNX (17 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. LMRNX (10.00). RLBCX has a lower initial minimum investment than LMRNX: RLBCX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 12.15 vs. RLBCX (8.85). LMRNX return over 5 years is better than : 53.64 vs. RLBCX (28.37).
| LMRNX | RLBCX | LMRNX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 1.332 | 2.844 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 242B | 0% |
| Annual Yield % from dividends | 0.75 | 1.98 | 38% |
| Returns for 1 year | 12.15 | 8.85 | 137% |
| Returns for 3 years | 25.43 | 16.79 | 152% |
| Returns for 5 years | 53.64 | 28.37 | 189% |
| Returns for 10 years | 77.22 | 50.06 | 154% |
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