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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$33.49
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets923.51M
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
LMRNX vs RLBEX Comparison Chart in %
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LMRNX vs. RLBEX commentary
Aug 29, 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: 255B vs. LMRNX (924M). 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 annual gain was more profitable for investors over the last year : 8.51 vs. RLBEX (8.05). LMRNX return over 5 years is better than : 46.08 vs. RLBEX (37.36).
| 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 | 6.532 | 10.588 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 924M | 255B | 0% |
| Annual Yield % from dividends | 0.93 | 1.81 | 51% |
| Returns for 1 year | 8.51 | 8.05 | 106% |
| Returns for 3 years | 40.61 | 35.56 | 114% |
| Returns for 5 years | 46.08 | 37.36 | 123% |
| Returns for 10 years | 97.47 | 76.23 | 128% |
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