LMRNX
Price
$26.43
Change
+$0.04 (+0.15%)
Updated
Dec 8, 6:59 PM EST
VBAIX
Price
$44.16
Change
+$0.05 (+0.11%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions LMRNX vs VBAIX

Header iconLMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIXBanner chart's image
1919 Socially Responsive Balanced I
Price$26.43
Change+$0.04 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$44.16
Change+$0.05 (+0.11%)
VolumeN/A
CapitalizationN/A
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LMRNX vs VBAIX Comparison Chart

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VS
LMRNX vs. VBAIX commentary
Dec 10, 2023

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: 50.1B vs. LMRNX (734M). VBAIX pays higher dividends than LMRNX: VBAIX (1.99) vs LMRNX (0.75). LMRNX was incepted earlier than VBAIX: LMRNX (15 years) vs VBAIX (23 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 (13.00). 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 : 12.81 vs. VBAIX (8.56). LMRNX return over 5 years is better than : 59.96 vs. VBAIX (36.16).
LMRNXVBAIXLMRNX / VBAIX
Total Expense Ratio0.730.061,217%
Annual Report Gross Expense Ratio0.730.061,217%
Fund Existence15 years23 years-
Gain YTD15.66512.309127%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRA1000000N/A-
Net Assets734M50.1B1%
Annual Yield % from dividends0.751.9938%
Returns for 1 year12.818.56150%
Returns for 3 years10.852.21491%
Returns for 5 years59.9636.16166%
Returns for 10 years35.4981.1744%
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