LMRNX
Price
$33.49
Change
+$0.09 (+0.27%)
Updated
Aug 28 closing price
Net Assets
923.51M
VBAIX
Price
$51.65
Change
+$0.14 (+0.27%)
Updated
Aug 28 closing price
Net Assets
58.79B
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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$33.49
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets923.51M
Vanguard Balanced Index I
Price$51.65
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets58.79B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.8B vs. LMRNX (924M). 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 : 8.51 vs. VBAIX (6.63). LMRNX return over 5 years is better than : 46.08 vs. VBAIX (28.38).
LMRNXVBAIXLMRNX / VBAIX
Total Expense Ratio0.700.061,167%
Annual Report Gross Expense Ratio0.700.061,167%
Fund Existence17 years25 years-
Gain YTD6.5327.03493%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets924M58.8B2%
Annual Yield % from dividends0.932.0745%
Returns for 1 year8.516.63128%
Returns for 3 years40.6127.72146%
Returns for 5 years46.0828.38162%
Returns for 10 years97.4797.57100%
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