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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$31.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$49.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMRNX vs VBAIX Comparison Chart
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LMRNX vs. VBAIX commentary
Sep 19, 2024
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: 57.3B vs. LMRNX (878M). VBAIX pays higher dividends than LMRNX: VBAIX (1.99) vs LMRNX (0.75). LMRNX was incepted earlier than VBAIX: LMRNX (16 years) vs VBAIX (24 years). VBAIX is a more actively managed with annual turnover of: 19.00 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 : 23.68 vs. VBAIX (16.76). LMRNX return over 5 years is better than : 63.44 vs. VBAIX (37.68).
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 14.160 | 11.577 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 57.3B | 2% |
| Annual Yield % from dividends | 0.75 | 1.99 | 37% |
| Returns for 1 year | 23.68 | 16.76 | 141% |
| Returns for 3 years | 13.92 | 5.23 | 266% |
| Returns for 5 years | 63.44 | 37.68 | 168% |
| Returns for 10 years | 59.00 | 88.33 | 67% |
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