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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$32.10
Change+$0.22 (+0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.82
Change+$0.36 (+0.71%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBINX Comparison Chart
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LMRNX vs. VBINX 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.3B vs. LMRNX (895M). VBINX pays higher dividends than LMRNX: VBINX (1.88) vs LMRNX (0.75). LMRNX was incepted earlier than VBINX: LMRNX (16 years) vs VBINX (32 years). VBINX is a more actively managed with annual turnover of: 19.00 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 : 17.73 vs. VBINX (14.58). LMRNX return over 5 years is better than : 59.30 vs. VBINX (34.55).
| LMRNX | VBINX | LMRNX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 17.341 | 14.217 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 59.3B | 2% |
| Annual Yield % from dividends | 0.75 | 1.88 | 40% |
| Returns for 1 year | 17.73 | 14.58 | 122% |
| Returns for 3 years | 12.88 | 4.77 | 270% |
| Returns for 5 years | 59.30 | 34.55 | 172% |
| Returns for 10 years | 59.49 | 85.52 | 70% |
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