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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$33.44
Change-$0.55 (-1.62%)
VolumeN/A
Net Assets940.69M
Vanguard Balanced Index Adm
Price$51.92
Change-$0.80 (-1.52%)
VolumeN/A
Net Assets60.99B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Oct 11, 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. LMRNX (941M). 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 : 9.15 vs. VBIAX (7.72). LMRNX return over 5 years is better than : 48.66 vs. VBIAX (31.93).
| 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 | 8.686 | 9.956 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 61B | 2% |
| Annual Yield % from dividends | 1.00 | 2.02 | 50% |
| Returns for 1 year | 9.15 | 7.72 | 118% |
| Returns for 3 years | 57.65 | 43.76 | 132% |
| Returns for 5 years | 48.66 | 31.93 | 152% |
| Returns for 10 years | 101.24 | 101.01 | 100% |
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