Ad is loading...
LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$32.10
Change+$0.22 (+0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.82
Change+$0.35 (+0.69%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMRNX vs. VBIAX commentary
Dec 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. LMRNX (895M). 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 : 17.73 vs. VBIAX (14.69). LMRNX return over 5 years is better than : 59.30 vs. VBIAX (34.96).
| 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 | 17.341 | 14.325 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 59.3B | 2% |
| Annual Yield % from dividends | 0.75 | 1.98 | 38% |
| Returns for 1 year | 17.73 | 14.69 | 121% |
| Returns for 3 years | 12.88 | 4.96 | 260% |
| Returns for 5 years | 59.30 | 34.96 | 170% |
| Returns for 10 years | 59.49 | 86.62 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers