Ad is loading...
LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$32.38
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets908.13M
Vanguard Balanced Index I
Price$49.74
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets57.48B
LMRNX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMRNX vs. VBAIX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.5B vs. LMRNX (908M). VBAIX pays higher dividends than LMRNX: VBAIX (1.99) vs LMRNX (0.75). LMRNX was incepted earlier than VBAIX: LMRNX (17 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 : 17.59 vs. VBAIX (12.60). LMRNX return over 5 years is better than : 58.18 vs. VBAIX (30.98).
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 2.663 | 2.578 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 57.5B | 2% |
| Annual Yield % from dividends | 0.75 | 1.99 | 37% |
| Returns for 1 year | 17.59 | 12.60 | 140% |
| Returns for 3 years | 23.69 | 11.23 | 211% |
| Returns for 5 years | 58.18 | 30.98 | 188% |
| Returns for 10 years | 84.02 | 84.51 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...