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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$33.72
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets935.27M
Vanguard Balanced Index I
Price$52.29
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets59.67B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX commentary
Sep 15, 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.7B vs. LMRNX (935M). VBINX pays higher dividends than LMRNX: VBINX (1.92) vs LMRNX (0.91). LMRNX was incepted earlier than VBINX: LMRNX (17 years) vs VBINX (33 years). LMRNX (0.70) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. LMRNX (10.00). VBINX has a lower initial minimum investment than LMRNX: VBINX (0) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 9.19 vs. VBINX (7.74). LMRNX return over 5 years is better than : 52.75 vs. VBINX (33.59).
| LMRNX | VBINX | LMRNX / VBINX | |
| Total Expense Ratio | 0.70 | 0.18 | 389% |
| Annual Report Gross Expense Ratio | 0.70 | 0.18 | 389% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 7.552 | 8.612 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 59.7B | 2% |
| Annual Yield % from dividends | 0.91 | 1.92 | 48% |
| Returns for 1 year | 9.19 | 7.74 | 119% |
| Returns for 3 years | 44.63 | 32.12 | 139% |
| Returns for 5 years | 52.75 | 33.59 | 157% |
| Returns for 10 years | 99.14 | 99.00 | 100% |
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