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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$32.16
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.67
Change-$0.04 (-0.08%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBIAX Comparison Chart
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LMRNX vs. VBIAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.2B vs. LMRNX (905M). 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 : 28.32 vs. VBIAX (22.18). LMRNX return over 5 years is better than : 65.00 vs. VBIAX (39.29).
| 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 | 18.096 | 15.367 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 57.2B | 2% |
| Annual Yield % from dividends | 0.75 | 1.98 | 38% |
| Returns for 1 year | 28.32 | 22.18 | 128% |
| Returns for 3 years | 13.06 | 5.64 | 231% |
| Returns for 5 years | 65.00 | 39.29 | 165% |
| Returns for 10 years | 62.68 | 91.62 | 68% |
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