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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$33.49
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets923.51M
Vanguard Balanced Index Adm
Price$51.64
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets58.79B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Aug 29, 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: 58.8B vs. LMRNX (924M). VBIAX pays higher dividends than LMRNX: VBIAX (2.06) vs LMRNX (0.93). 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 : 8.51 vs. VBIAX (6.62). LMRNX return over 5 years is better than : 46.08 vs. VBIAX (28.35).
| 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 | 6.532 | 7.032 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 924M | 58.8B | 2% |
| Annual Yield % from dividends | 0.93 | 2.06 | 45% |
| Returns for 1 year | 8.51 | 6.62 | 128% |
| Returns for 3 years | 40.61 | 27.71 | 147% |
| Returns for 5 years | 46.08 | 28.35 | 163% |
| Returns for 10 years | 97.47 | 97.43 | 100% |
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