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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$32.70
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets905.03M
Vanguard Balanced Index I
Price$49.88
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets56.6B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Jul 01, 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: 56.6B vs. LMRNX (905M). VBAIX pays higher dividends than LMRNX: VBAIX (2.15) vs LMRNX (0.90). 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 : 7.92 vs. VBAIX (6.00). LMRNX return over 5 years is better than : 61.69 vs. VBAIX (36.34).
| 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 | 4.036 | 3.271 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 56.6B | 2% |
| Annual Yield % from dividends | 0.90 | 2.15 | 42% |
| Returns for 1 year | 7.92 | 6.00 | 132% |
| Returns for 3 years | 44.00 | 28.19 | 156% |
| Returns for 5 years | 61.69 | 36.34 | 170% |
| Returns for 10 years | 87.50 | 86.01 | 102% |
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