Interact to see
Advertisement
Advertisement
LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$33.82
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets935.65M
Vanguard Balanced Index I
Price$52.49
Change+$0.19 (+0.36%)
VolumeN/A
Net Assets59.67B
LMRNX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMRNX vs. VBAIX commentary
Sep 16, 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 VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.7B vs. LMRNX (936M). VBAIX pays higher dividends than LMRNX: VBAIX (2.04) vs LMRNX (0.91). LMRNX was incepted earlier than VBAIX: LMRNX (17 years) vs VBAIX (25 years). LMRNX (0.70) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. LMRNX (10.00). LMRNX has a lower initial minimum investment than VBAIX: LMRNX (1000000) vs VBAIX (5000000). LMRNX annual gain was more profitable for investors over the last year : 8.85 vs. VBAIX (7.28). LMRNX return over 5 years is better than : 51.82 vs. VBAIX (32.60).
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | 0.70 | 0.06 | 1,167% |
| Annual Report Gross Expense Ratio | 0.70 | 0.06 | 1,167% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 7.552 | 8.675 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 59.7B | 2% |
| Annual Yield % from dividends | 0.91 | 2.04 | 45% |
| Returns for 1 year | 8.85 | 7.28 | 121% |
| Returns for 3 years | 46.72 | 33.84 | 138% |
| Returns for 5 years | 51.82 | 32.60 | 159% |
| Returns for 10 years | 99.92 | 101.15 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement