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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$32.85
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets915.21M
American Funds American Balanced R4
Price$36.98
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
LMRNX vs RLBEX Comparison Chart in %
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LMRNX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. LMRNX (915M). RLBEX pays higher dividends than LMRNX: RLBEX (1.81) vs LMRNX (0.93). 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 (10.00). RLBEX has a lower initial minimum investment than LMRNX: RLBEX (250) vs LMRNX (1000000). LMRNX (11.61) and RLBEX (11.40) have marching annual gain over last year. LMRNX return over 5 years is better than : 48.42 vs. RLBEX (36.56).
| 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 | 4.363 | 8.563 | 51% |
| 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 | 1.81 | 51% |
| Returns for 1 year | 11.61 | 11.40 | 102% |
| Returns for 3 years | 34.10 | 30.89 | 110% |
| Returns for 5 years | 48.42 | 36.56 | 132% |
| Returns for 10 years | 86.56 | 65.72 | 132% |
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