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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$33.78
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets938.18M
Vanguard Balanced Index Adm
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.67B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Sep 17, 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: 59.7B vs. LMRNX (938M). VBIAX pays higher dividends than LMRNX: VBIAX (2.03) vs LMRNX (0.91). 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 : 9.24 vs. VBIAX (7.40). LMRNX return over 5 years is better than : 53.41 vs. VBIAX (33.70).
| 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 | 7.871 | 9.068 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 59.7B | 2% |
| Annual Yield % from dividends | 0.91 | 2.03 | 45% |
| Returns for 1 year | 9.24 | 7.40 | 125% |
| Returns for 3 years | 47.16 | 34.31 | 137% |
| Returns for 5 years | 53.41 | 33.70 | 158% |
| Returns for 10 years | 100.51 | 101.81 | 99% |
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