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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$31.97
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets887.66M
Vanguard Balanced Index I
Price$48.52
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets56.6B
LMRNX vs VBINX Comparison Chart
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LMRNX vs. VBINX commentary
Jun 06, 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: 56.6B vs. LMRNX (888M). VBINX pays higher dividends than LMRNX: VBINX (2.03) vs LMRNX (0.90). LMRNX was incepted earlier than VBINX: LMRNX (17 years) vs VBINX (33 years). LMRNX (0.73) 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 : 7.79 vs. VBINX (4.64). LMRNX return over 5 years is better than : 54.40 vs. VBINX (28.41).
| LMRNX | VBINX | LMRNX / VBINX | |
| Total Expense Ratio | 0.73 | 0.18 | 406% |
| Annual Report Gross Expense Ratio | 0.73 | 0.18 | 406% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 1.841 | 0.788 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 56.6B | 2% |
| Annual Yield % from dividends | 0.90 | 2.03 | 44% |
| Returns for 1 year | 7.79 | 4.64 | 168% |
| Returns for 3 years | 34.36 | 18.34 | 187% |
| Returns for 5 years | 54.40 | 28.41 | 191% |
| Returns for 10 years | 82.15 | 79.45 | 103% |
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