LMRNX
Price
$32.82
Change
+$0.22 (+0.67%)
Updated
Jul 17 closing price
Net Assets
908.31M
VBIAX
Price
$50.17
Change
+$0.18 (+0.36%)
Updated
Jul 17 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$32.82
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets908.31M
Vanguard Balanced Index Adm
Price$50.17
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets58.27B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX commentary
Jul 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.

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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 : 6.77 vs. VBIAX (4.52). LMRNX return over 5 years is better than : 53.72 vs. VBIAX (31.00).
LMRNXVBIAXLMRNX / VBIAX
Total Expense Ratio0.700.071,000%
Annual Report Gross Expense Ratio0.700.071,000%
Fund Existence17 years25 years-
Gain YTD3.9803.893102%
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 year6.774.52150%
Returns for 3 years42.8828.03153%
Returns for 5 years53.7231.00173%
Returns for 10 years83.5083.9799%
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