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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$30.86
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets858.01M
Vanguard Balanced Index Adm
Price$47.00
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets54.87B
LMRNX vs VBIAX Comparison Chart
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LMRNX vs. VBIAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 54.9B vs. LMRNX (858M). VBIAX pays higher dividends than LMRNX: VBIAX (2.21) vs LMRNX (0.93). LMRNX was incepted earlier than VBIAX: LMRNX (17 years) vs VBIAX (25 years). LMRNX (0.73) 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 : 5.68 vs. VBIAX (3.17). LMRNX return over 5 years is better than : 57.31 vs. VBIAX (31.44).
| LMRNX | VBIAX | LMRNX / VBIAX | |
| Total Expense Ratio | 0.73 | 0.07 | 1,043% |
| Annual Report Gross Expense Ratio | 0.73 | 0.07 | 1,043% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -2.391 | -2.922 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 54.9B | 2% |
| Annual Yield % from dividends | 0.93 | 2.21 | 42% |
| Returns for 1 year | 5.68 | 3.17 | 179% |
| Returns for 3 years | 29.79 | 16.99 | 175% |
| Returns for 5 years | 57.31 | 31.44 | 182% |
| Returns for 10 years | 72.08 | 72.65 | 99% |
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