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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$32.16
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.67
Change-$0.04 (-0.08%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBINX Comparison Chart
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LMRNX vs. VBINX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.2B vs. LMRNX (905M). 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 : 28.32 vs. VBINX (22.10). LMRNX return over 5 years is better than : 65.00 vs. VBINX (38.92).
| 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 | 18.096 | 15.281 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 57.2B | 2% |
| Annual Yield % from dividends | 0.75 | 1.88 | 40% |
| Returns for 1 year | 28.32 | 22.10 | 128% |
| Returns for 3 years | 13.06 | 5.45 | 240% |
| Returns for 5 years | 65.00 | 38.92 | 167% |
| Returns for 10 years | 62.68 | 90.52 | 69% |