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Compare predictions LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
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LMRNX vs VBAIX Comparison Chart
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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).
| 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 | 15 years | 23 years | - |
| Gain YTD | 15.665 | 12.309 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | 1000000 | N/A | - |
| Net Assets | 734M | 50.1B | 1% |
| Annual Yield % from dividends | 0.75 | 1.99 | 38% |
| Returns for 1 year | 12.81 | 8.56 | 150% |
| Returns for 3 years | 10.85 | 2.21 | 491% |
| Returns for 5 years | 59.96 | 36.16 | 166% |
| Returns for 10 years | 35.49 | 81.17 | 44% |
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