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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$33.07
Change+$0.26 (+0.79%)
VolumeN/A
Net Assets913.72M
Vanguard Balanced Index I
Price$51.13
Change+$0.39 (+0.77%)
VolumeN/A
Net Assets58.79B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX commentary
Aug 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. LMRNX (914M). VBINX pays higher dividends than LMRNX: VBINX (1.96) vs LMRNX (0.93). 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 (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 : 10.21 vs. VBINX (8.40). LMRNX return over 5 years is better than : 48.17 vs. VBINX (28.84).
| 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 | 4.650 | 5.392 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 58.8B | 2% |
| Annual Yield % from dividends | 0.93 | 1.96 | 47% |
| Returns for 1 year | 10.21 | 8.40 | 121% |
| Returns for 3 years | 31.42 | 20.23 | 155% |
| Returns for 5 years | 48.17 | 28.84 | 167% |
| Returns for 10 years | 86.57 | 86.98 | 100% |
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