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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$32.68
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets910.11M
Vanguard Balanced Index I
Price$50.06
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets58.27B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Jul 15, 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: 58.3B vs. LMRNX (910M). VBAIX pays higher dividends than LMRNX: VBAIX (2.10) 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 : 6.21 vs. VBAIX (4.49). LMRNX return over 5 years is better than : 53.81 vs. VBAIX (31.03).
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | 0.70 | 0.06 | 1,167% |
| Annual Report Gross Expense Ratio | 0.70 | 0.06 | 1,167% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 4.140 | 3.875 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 58.3B | 2% |
| Annual Yield % from dividends | 0.93 | 2.10 | 44% |
| Returns for 1 year | 6.21 | 4.49 | 138% |
| Returns for 3 years | 42.25 | 27.36 | 154% |
| Returns for 5 years | 53.81 | 31.03 | 173% |
| Returns for 10 years | 83.88 | 84.00 | 100% |
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