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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$32.38
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets908.13M
Vanguard Balanced Index I
Price$49.74
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets57.48B
LMRNX vs VBINX Comparison Chart
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LMRNX vs. VBINX commentary
Jan 24, 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: 57.5B vs. LMRNX (908M). VBINX pays higher dividends than LMRNX: VBINX (1.88) vs LMRNX (0.75). LMRNX was incepted earlier than VBINX: LMRNX (17 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 : 17.59 vs. VBINX (12.51). LMRNX return over 5 years is better than : 58.18 vs. VBINX (30.59).
| LMRNX | VBINX | LMRNX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 2.663 | 2.578 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 57.5B | 2% |
| Annual Yield % from dividends | 0.75 | 1.88 | 40% |
| Returns for 1 year | 17.59 | 12.51 | 141% |
| Returns for 3 years | 23.69 | 11.02 | 215% |
| Returns for 5 years | 58.18 | 30.59 | 190% |
| Returns for 10 years | 84.02 | 83.39 | 101% |
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