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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$34.03
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets932.14M
Vanguard Balanced Index Adm
Price$52.26
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets61.72B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Nov 21, 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.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. LMRNX (932M). VBIAX pays higher dividends than LMRNX: VBIAX (1.99) vs LMRNX (0.98). 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 (12.00). 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 : 7.89 vs. VBIAX (5.06). LMRNX return over 5 years is better than : 47.40 vs. VBIAX (27.57).
| LMRNX | VBIAX | LMRNX / VBIAX | |
| Total Expense Ratio | 0.70 | 0.07 | 1,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.07 | 1,000% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 8.494 | 8.788 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 61.7B | 2% |
| Annual Yield % from dividends | 0.98 | 1.99 | 49% |
| Returns for 1 year | 7.89 | 5.06 | 156% |
| Returns for 3 years | 48.19 | 33.21 | 145% |
| Returns for 5 years | 47.40 | 27.57 | 172% |
| Returns for 10 years | 97.14 | 94.80 | 102% |
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