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LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$30.86
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets858.01M
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
LMRNX vs RLBCX Comparison Chart
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LMRNX vs. RLBCX commentary
May 09, 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: 234B vs. LMRNX (858M). RLBCX pays higher dividends than LMRNX: RLBCX (1.70) vs LMRNX (0.93). 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: 44.00 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 : 6.09 vs. RLBCX (4.39). LMRNX return over 5 years is better than : 57.93 vs. RLBCX (34.93).
| 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 | -2.009 | 0.323 | -622% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 234B | 0% |
| Annual Yield % from dividends | 0.93 | 1.70 | 55% |
| Returns for 1 year | 6.09 | 4.39 | 139% |
| Returns for 3 years | 33.39 | 20.95 | 159% |
| Returns for 5 years | 57.93 | 34.93 | 166% |
| Returns for 10 years | 73.67 | 48.02 | 153% |
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| FOREX / NAME | Price $ | Chg $ | Chg % |
| CHFGBP | 0.91 | N/A | N/A |
| Switzerland Franc - United Kingdom Pound | |||
| NZDAUD | 0.92 | N/A | N/A |
| New Zealand Dollar - Australian Dollar | |||
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| Silver Ounce - United States Dollar | |||
| AUDEUR | 0.57 | N/A | N/A |
| Australian Dollar - Euro | |||
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