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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$30.86
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets858.01M
Vanguard Balanced Index I
Price$47.00
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets54.87B
LMRNX vs VBINX Comparison Chart
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LMRNX vs. VBINX commentary
May 09, 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: 54.9B vs. LMRNX (858M). VBINX pays higher dividends than LMRNX: VBINX (2.09) vs LMRNX (0.93). 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 : 5.68 vs. VBINX (2.65). LMRNX return over 5 years is better than : 57.31 vs. VBINX (30.66).
| 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 | -2.391 | -3.269 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 54.9B | 2% |
| Annual Yield % from dividends | 0.93 | 2.09 | 44% |
| Returns for 1 year | 5.68 | 2.65 | 214% |
| Returns for 3 years | 29.79 | 14.19 | 210% |
| Returns for 5 years | 57.31 | 30.66 | 187% |
| Returns for 10 years | 72.08 | 70.29 | 103% |
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