LMRNX
Price
$26.30
Change
-$0.15 (-0.57%)
Updated
Dec 4, 6:59 PM EST
VBIAX
Price
$43.90
Change
-$0.15 (-0.34%)
Updated
Dec 4, 6:59 PM EST
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Analysis and predictions LMRNX vs VBIAX

Header iconLMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAXBanner chart's image
1919 Socially Responsive Balanced I
Price$26.30
Change-$0.15 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$43.90
Change-$0.15 (-0.34%)
VolumeN/A
CapitalizationN/A
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LMRNX vs VBIAX Comparison Chart

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VS
LMRNX vs. VBIAX commentary
Dec 05, 2023

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: 46.8B vs. LMRNX (732M). VBIAX pays higher dividends than LMRNX: VBIAX (1.98) vs LMRNX (0.75). LMRNX was incepted earlier than VBIAX: LMRNX (15 years) vs VBIAX (23 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 (13.00). 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 : 10.33 vs. VBIAX (6.19). LMRNX return over 5 years is better than : 47.08 vs. VBIAX (33.60).
LMRNXVBIAXLMRNX / VBIAX
Total Expense Ratio0.730.071,043%
Annual Report Gross Expense Ratio0.730.071,043%
Fund Existence15 years23 years-
Gain YTD14.99011.672128%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRA1000000N/A-
Net Assets732M46.8B2%
Annual Yield % from dividends0.751.9838%
Returns for 1 year10.336.19167%
Returns for 3 years10.481.89554%
Returns for 5 years47.0833.60140%
Returns for 10 years34.3080.0743%
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