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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$32.70
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets905.03M
Vanguard Balanced Index I
Price$49.86
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets56.6B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX commentary
Jun 30, 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: 56.6B vs. LMRNX (905M). VBINX pays higher dividends than LMRNX: VBINX (2.03) vs LMRNX (0.90). 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 : 7.92 vs. VBINX (5.89). LMRNX return over 5 years is better than : 61.69 vs. VBINX (35.86).
| 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 | 4.036 | 3.210 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 56.6B | 2% |
| Annual Yield % from dividends | 0.90 | 2.03 | 44% |
| Returns for 1 year | 7.92 | 5.89 | 134% |
| Returns for 3 years | 44.00 | 27.89 | 158% |
| Returns for 5 years | 61.69 | 35.86 | 172% |
| Returns for 10 years | 87.50 | 84.77 | 103% |
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