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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$31.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.74
Change+$0.17 (+0.34%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBIAX Comparison Chart
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LMRNX vs. VBIAX commentary
Nov 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.2B vs. LMRNX (896M). VBIAX pays higher dividends than LMRNX: VBIAX (1.98) vs LMRNX (0.75). LMRNX was incepted earlier than VBIAX: LMRNX (16 years) vs VBIAX (24 years). VBIAX is a more actively managed with annual turnover of: 19.00 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 : 23.46 vs. VBIAX (17.99). LMRNX return over 5 years is better than : 63.15 vs. VBIAX (37.73).
| LMRNX | VBIAX | LMRNX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 17.178 | 14.551 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 57.2B | 2% |
| Annual Yield % from dividends | 0.75 | 1.98 | 38% |
| Returns for 1 year | 23.46 | 17.99 | 130% |
| Returns for 3 years | 12.10 | 5.45 | 222% |
| Returns for 5 years | 63.15 | 37.73 | 167% |
| Returns for 10 years | 59.57 | 88.42 | 67% |