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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$31.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LMRNX vs VBINX Comparison Chart
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LMRNX vs. VBINX commentary
Nov 23, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.2B vs. LMRNX (896M). 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 : 23.46 vs. VBINX (17.91). LMRNX return over 5 years is better than : 63.15 vs. VBINX (37.36).
| 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 | 17.178 | 14.466 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 57.2B | 2% |
| Annual Yield % from dividends | 0.75 | 1.88 | 40% |
| Returns for 1 year | 23.46 | 17.91 | 131% |
| Returns for 3 years | 12.10 | 5.27 | 229% |
| Returns for 5 years | 63.15 | 37.36 | 169% |
| Returns for 10 years | 59.57 | 87.33 | 68% |
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