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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$33.44
Change-$0.55 (-1.62%)
VolumeN/A
Net Assets940.69M
Vanguard Balanced Index I
Price$51.93
Change-$0.80 (-1.52%)
VolumeN/A
Net Assets60.99B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Oct 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. LMRNX (941M). VBAIX pays higher dividends than LMRNX: VBAIX (2.03) vs LMRNX (1.00). 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 : 9.15 vs. VBAIX (7.73). LMRNX return over 5 years is better than : 48.66 vs. VBAIX (31.96).
| 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 | 8.686 | 9.959 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 61B | 2% |
| Annual Yield % from dividends | 1.00 | 2.03 | 49% |
| Returns for 1 year | 9.15 | 7.73 | 118% |
| Returns for 3 years | 57.65 | 43.81 | 132% |
| Returns for 5 years | 48.66 | 31.96 | 152% |
| Returns for 10 years | 101.24 | 101.16 | 100% |
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