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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$32.85
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets915.21M
Vanguard Balanced Index Adm
Price$50.68
Change+$0.19 (+0.38%)
VolumeN/A
Net Assets58.79B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.8B vs. LMRNX (915M). 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 : 11.61 vs. VBIAX (9.19). LMRNX return over 5 years is better than : 48.42 vs. VBIAX (28.66).
| 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 | 4.363 | 4.933 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 58.8B | 2% |
| Annual Yield % from dividends | 0.93 | 2.06 | 45% |
| Returns for 1 year | 11.61 | 9.19 | 126% |
| Returns for 3 years | 34.10 | 22.54 | 151% |
| Returns for 5 years | 48.42 | 28.66 | 169% |
| Returns for 10 years | 86.56 | 87.86 | 99% |
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