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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$34.01
Change-$0.16 (-0.47%)
VolumeN/A
Net Assets942.9M
Vanguard Balanced Index I
Price$52.78
Change-$0.20 (-0.38%)
VolumeN/A
Net Assets60.99B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Oct 23, 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. LMRNX (943M). 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 : 8.83 vs. VBAIX (7.63). LMRNX return over 5 years is better than : 49.90 vs. VBAIX (32.94).
| 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 | 9.262 | 10.481 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 61B | 2% |
| Annual Yield % from dividends | 1.00 | 2.03 | 49% |
| Returns for 1 year | 8.83 | 7.63 | 116% |
| Returns for 3 years | 55.60 | 41.96 | 133% |
| Returns for 5 years | 49.90 | 32.94 | 152% |
| Returns for 10 years | 98.97 | 98.37 | 101% |