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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$29.85
Change+$1.62 (+5.74%)
VolumeN/A
Net Assets790.94M
Vanguard Balanced Index I
Price$45.77
Change+$2.40 (+5.53%)
VolumeN/A
Net Assets55.53B
LMRNX vs VBAIX Comparison Chart
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LMRNX vs. VBAIX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 55.5B vs. LMRNX (791M). VBAIX pays higher dividends than LMRNX: VBAIX (2.22) vs LMRNX (0.94). LMRNX was incepted earlier than VBAIX: LMRNX (17 years) vs VBAIX (24 years). LMRNX (0.73) is less costly to investors than VBAIX (0.06). 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 : -2.33 vs. VBAIX (-5.02). LMRNX return over 5 years is better than : 51.50 vs. VBAIX (26.17).
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | 0.73 | 0.06 | 1,217% |
| Annual Report Gross Expense Ratio | 0.73 | 0.06 | 1,217% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -10.186 | -10.207 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 55.5B | 1% |
| Annual Yield % from dividends | 0.94 | 2.22 | 42% |
| Returns for 1 year | -2.33 | -5.02 | 46% |
| Returns for 3 years | 9.70 | -0.42 | -2,282% |
| Returns for 5 years | 51.50 | 26.17 | 197% |
| Returns for 10 years | 57.66 | 58.76 | 98% |
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