LMRNX
Price
$34.30
Change
+$0.15 (+0.44%)
Updated
Oct 24 closing price
Net Assets
942.12M
VBIAX
Price
$53.22
Change
+$0.28 (+0.53%)
Updated
Oct 24 closing price
Net Assets
60.99B
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LMRNX vs VBIAX

Header iconLMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAXBanner chart's image
1919 Socially Responsive Balanced I
Price$34.30
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets942.12M
Vanguard Balanced Index Adm
Price$53.22
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets60.99B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Oct 25, 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 Hold and VBIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. LMRNX (942M). VBIAX pays higher dividends than LMRNX: VBIAX (2.02) vs LMRNX (1.00). LMRNX was incepted earlier than VBIAX: LMRNX (17 years) vs VBIAX (25 years). LMRNX (0.70) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. LMRNX (10.00). VBIAX has a lower initial minimum investment than LMRNX: VBIAX (3000) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 9.84 vs. VBIAX (8.02). LMRNX return over 5 years is better than : 49.81 vs. VBIAX (32.80).
LMRNXVBIAXLMRNX / VBIAX
Total Expense Ratio0.700.071,000%
Annual Report Gross Expense Ratio0.700.071,000%
Fund Existence17 years25 years-
Gain YTD9.19810.41588%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets942M61B2%
Annual Yield % from dividends1.002.0250%
Returns for 1 year9.848.02123%
Returns for 3 years51.8738.93133%
Returns for 5 years49.8132.80152%
Returns for 10 years98.5398.58100%
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