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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$31.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LMRNX vs RLBEX Comparison Chart
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LMRNX vs. RLBEX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. LMRNX (896M). RLBEX pays higher dividends than LMRNX: RLBEX (2.24) vs LMRNX (0.75). LMRNX was incepted earlier than RLBEX: LMRNX (16 years) vs RLBEX (22 years). 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 : 23.46 vs. RLBEX (20.76). LMRNX return over 5 years is better than : 63.15 vs. RLBEX (37.07).
| LMRNX | RLBEX | LMRNX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 17.178 | 14.913 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 237B | 0% |
| Annual Yield % from dividends | 0.75 | 2.24 | 33% |
| Returns for 1 year | 23.46 | 20.76 | 113% |
| Returns for 3 years | 12.10 | 12.07 | 100% |
| Returns for 5 years | 63.15 | 37.07 | 170% |
| Returns for 10 years | 59.57 | 52.80 | 113% |