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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$32.85
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets915.21M
Vanguard Balanced Index I
Price$50.64
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets58.79B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.8B vs. LMRNX (915M). VBAIX pays higher dividends than LMRNX: VBAIX (2.07) vs LMRNX (0.93). 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 : 11.61 vs. VBAIX (9.18). LMRNX return over 5 years is better than : 48.42 vs. VBAIX (28.70).
| 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 | 4.363 | 4.914 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 58.8B | 2% |
| Annual Yield % from dividends | 0.93 | 2.07 | 45% |
| Returns for 1 year | 11.61 | 9.18 | 127% |
| Returns for 3 years | 34.10 | 22.53 | 151% |
| Returns for 5 years | 48.42 | 28.70 | 169% |
| Returns for 10 years | 86.56 | 87.90 | 98% |
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