LMRNX
Price
$32.10
Change
+$0.22 (+0.69%)
Updated
Dec 24 closing price
VBAIX
Price
$50.83
Change
+$0.36 (+0.71%)
Updated
Dec 24 closing price
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LMRNX vs VBAIX

Header iconLMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIXBanner chart's image
1919 Socially Responsive Balanced I
Price$32.10
Change+$0.22 (+0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.83
Change+$0.36 (+0.71%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBAIX Comparison Chart
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LMRNX vs. VBAIX commentary
Dec 25, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. LMRNX (895M). 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 : 17.73 vs. VBAIX (14.66). LMRNX return over 5 years is better than : 59.30 vs. VBAIX (34.96).
LMRNXVBAIXLMRNX / VBAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years24 years-
Gain YTD17.34114.304121%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets895M59.3B2%
Annual Yield % from dividends0.751.9937%
Returns for 1 year17.7314.66121%
Returns for 3 years12.884.96260%
Returns for 5 years59.3034.96170%
Returns for 10 years59.4986.7269%
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