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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$34.03
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets932.14M
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
LMRNX vs RLBEX Comparison Chart in %
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LMRNX vs. RLBEX commentary
Nov 21, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. LMRNX (932M). RLBEX pays higher dividends than LMRNX: RLBEX (1.71) vs LMRNX (0.98). LMRNX was incepted earlier than RLBEX: LMRNX (17 years) vs RLBEX (23 years). LMRNX (0.70) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (12.00). RLBEX has a lower initial minimum investment than LMRNX: RLBEX (250) vs LMRNX (1000000). RLBEX annual gain was more profitable for investors over the last year : 8.98 vs. LMRNX (7.89). LMRNX return over 5 years is better than : 47.40 vs. RLBEX (38.72).
| LMRNX | RLBEX | LMRNX / RLBEX | |
| Total Expense Ratio | 0.70 | 0.59 | 119% |
| Annual Report Gross Expense Ratio | 0.70 | 0.59 | 119% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.494 | 14.042 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 263B | 0% |
| Annual Yield % from dividends | 0.98 | 1.71 | 57% |
| Returns for 1 year | 7.89 | 8.98 | 88% |
| Returns for 3 years | 48.19 | 41.02 | 117% |
| Returns for 5 years | 47.40 | 38.72 | 122% |
| Returns for 10 years | 97.14 | 73.32 | 132% |
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