Interact to see
Advertisement
Advertisement
LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$32.85
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets915.21M
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
LMRNX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMRNX vs. RLBCX commentary
Aug 08, 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: 253B vs. LMRNX (915M). RLBCX pays higher dividends than LMRNX: RLBCX (1.56) 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 (0.70). 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 : 11.61 vs. RLBCX (11.04). LMRNX return over 5 years is better than : 48.42 vs. RLBCX (34.79).
| LMRNX | RLBCX | LMRNX / RLBCX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.70 | 0.89 | 79% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 4.363 | 8.359 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 253B | 0% |
| Annual Yield % from dividends | 0.93 | 1.56 | 60% |
| Returns for 1 year | 11.61 | 11.04 | 105% |
| Returns for 3 years | 34.10 | 29.84 | 114% |
| Returns for 5 years | 48.42 | 34.79 | 139% |
| Returns for 10 years | 86.56 | 60.65 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement