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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets821.2M
Vanguard Balanced Index Adm
Price$44.96
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets55.53B
LMRNX vs VBIAX Comparison Chart
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LMRNX vs. VBIAX commentary
Apr 18, 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: 55.5B vs. LMRNX (821M). VBIAX pays higher dividends than LMRNX: VBIAX (2.21) vs LMRNX (0.94). LMRNX was incepted earlier than VBIAX: LMRNX (17 years) vs VBIAX (24 years). LMRNX (0.73) is less costly to investors than VBIAX (0.07). 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 : 4.40 vs. VBIAX (1.38). LMRNX return over 5 years is better than : 53.41 vs. VBIAX (28.16).
| 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 | 24 years | - |
| Gain YTD | -6.527 | -6.960 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 55.5B | 1% |
| Annual Yield % from dividends | 0.94 | 2.21 | 43% |
| Returns for 1 year | 4.40 | 1.38 | 318% |
| Returns for 3 years | 16.79 | 4.79 | 351% |
| Returns for 5 years | 53.41 | 28.16 | 190% |
| Returns for 10 years | 64.44 | 64.27 | 100% |
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