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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets821.2M
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
LMRNX vs RLBEX Comparison Chart
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LMRNX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. LMRNX (821M). RLBEX pays higher dividends than LMRNX: RLBEX (1.97) vs LMRNX (0.94). LMRNX was incepted earlier than RLBEX: LMRNX (17 years) vs RLBEX (23 years). LMRNX (0.73) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. LMRNX (10.00). RLBEX has a lower initial minimum investment than LMRNX: RLBEX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 4.40 vs. RLBEX (2.55). LMRNX return over 5 years is better than : 53.41 vs. RLBEX (31.66).
| LMRNX | RLBEX | LMRNX / RLBEX | |
| Total Expense Ratio | 0.73 | 0.60 | 122% |
| Annual Report Gross Expense Ratio | 0.73 | 0.60 | 122% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -6.527 | -3.702 | 176% |
| 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 | 1.97 | 48% |
| Returns for 1 year | 4.40 | 2.55 | 173% |
| Returns for 3 years | 16.79 | 9.93 | 169% |
| Returns for 5 years | 53.41 | 31.66 | 169% |
| Returns for 10 years | 64.44 | 46.29 | 139% |
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