Ad is loading...
LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$29.22
Change-$0.63 (-2.11%)
VolumeN/A
Net Assets835.94M
Vanguard Balanced Index I
Price$44.69
Change-$1.08 (-2.36%)
VolumeN/A
Net Assets55.53B
LMRNX vs VBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMRNX vs. VBINX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 55.5B vs. LMRNX (836M). VBINX pays higher dividends than LMRNX: VBINX (2.09) vs LMRNX (0.94). LMRNX was incepted earlier than VBINX: LMRNX (17 years) vs VBINX (32 years). LMRNX (0.73) is less costly to investors than VBINX (0.18). 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 : 4.20 vs. VBINX (1.27). LMRNX return over 5 years is better than : 60.19 vs. VBINX (32.76).
| 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 | 32 years | - |
| Gain YTD | -5.031 | -5.257 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 55.5B | 2% |
| Annual Yield % from dividends | 0.94 | 2.09 | 45% |
| Returns for 1 year | 4.20 | 1.27 | 332% |
| Returns for 3 years | 17.47 | 6.06 | 288% |
| Returns for 5 years | 60.19 | 32.76 | 184% |
| Returns for 10 years | 67.15 | 66.79 | 101% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IYK | 69.41 | 0.11 | +0.16% |
| iShares US Consumer Staples ETF | |||
| QLVD | 28.11 | N/A | -0.01% |
| FlexShares Dev Mks ex-US Qual Lw Vol ETF | |||
| AMZA | 39.24 | -1.54 | -3.78% |
| InfraCap MLP ETF | |||
| UBR | 15.16 | -0.77 | -4.83% |
| ProShares Ultra MSCI Brazil Capped | |||
| FBY | 15.08 | -0.81 | -5.10% |
| YieldMax META Option Income Strategy ETF | |||