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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$33.93
Change-$0.16 (-0.47%)
VolumeN/A
Net Assets936.7M
Vanguard Balanced Index I
Price$52.16
Change-$0.21 (-0.40%)
VolumeN/A
Net Assets61.72B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX commentary
Nov 20, 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 Hold and VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. LMRNX (937M). VBINX pays higher dividends than LMRNX: VBINX (1.89) vs LMRNX (0.98). 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 (12.00). 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 : 8.81 vs. VBINX (5.76). LMRNX return over 5 years is better than : 47.53 vs. VBINX (27.36).
| 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 | 9.006 | 9.145 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 61.7B | 2% |
| Annual Yield % from dividends | 0.98 | 1.89 | 52% |
| Returns for 1 year | 8.81 | 5.76 | 153% |
| Returns for 3 years | 48.89 | 33.48 | 146% |
| Returns for 5 years | 47.53 | 27.36 | 174% |
| Returns for 10 years | 98.07 | 94.49 | 104% |
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