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LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets821.2M
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
LMRNX vs RLBCX Comparison Chart
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LMRNX vs. RLBCX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 225B vs. LMRNX (821M). RLBCX pays higher dividends than LMRNX: RLBCX (1.69) vs LMRNX (0.94). LMRNX was incepted earlier than RLBCX: LMRNX (17 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than LMRNX (0.73). 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 : 4.40 vs. RLBCX (2.26). LMRNX return over 5 years is better than : 53.41 vs. RLBCX (30.02).
| LMRNX | RLBCX | LMRNX / RLBCX | |
| Total Expense Ratio | 0.73 | 0.89 | 82% |
| Annual Report Gross Expense Ratio | 0.73 | 0.89 | 82% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -6.527 | -3.762 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 225B | 0% |
| Annual Yield % from dividends | 0.94 | 1.69 | 56% |
| Returns for 1 year | 4.40 | 2.26 | 195% |
| Returns for 3 years | 16.79 | 9.17 | 183% |
| Returns for 5 years | 53.41 | 30.02 | 178% |
| Returns for 10 years | 64.44 | 41.94 | 154% |
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