LMRNX
Price
$32.75
Change
-$0.22 (-0.67%)
Updated
Jul 7 closing price
Net Assets
908.42M
VBIAX
Price
$49.83
Change
-$0.03 (-0.06%)
Updated
Jul 8 closing price
Net Assets
58.27B
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LMRNX vs VBIAX

Header iconLMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAXBanner chart's image
1919 Socially Responsive Balanced I
Price$32.75
Change-$0.22 (-0.67%)
VolumeN/A
Net Assets908.42M
Vanguard Balanced Index Adm
Price$49.83
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets58.27B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Jul 09, 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.

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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. LMRNX (908M). VBIAX pays higher dividends than LMRNX: VBIAX (2.09) 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 : 7.94 vs. VBIAX (5.25). LMRNX return over 5 years is better than : 56.61 vs. VBIAX (32.67).
LMRNXVBIAXLMRNX / VBIAX
Total Expense Ratio0.700.071,000%
Annual Report Gross Expense Ratio0.700.071,000%
Fund Existence17 years25 years-
Gain YTD5.1603.623142%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets908M58.3B2%
Annual Yield % from dividends0.932.0944%
Returns for 1 year7.945.25151%
Returns for 3 years42.6126.69160%
Returns for 5 years56.6132.67173%
Returns for 10 years89.2186.07104%
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