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BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
1919 Socially Responsive Balanced I
Price$31.94
Change-$0.30 (-0.93%)
VolumeN/A
Net Assets885.45M
BALCX vs LMRNX Comparison Chart
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BALCX vs. LMRNX commentary
Jun 16, 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 BALCX is a Buy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. LMRNX (885M). BALCX pays higher dividends than LMRNX: BALCX (1.24) vs LMRNX (0.90). BALCX was incepted earlier than LMRNX: BALCX (24 years) vs LMRNX (17 years). BALCX (1.31) is less costly to investors than LMRNX (0.73). BALCX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). BALCX has a lower initial minimum investment than LMRNX: BALCX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 6.07 vs. BALCX (4.49). LMRNX return over 5 years is better than : 58.23 vs. BALCX (34.15).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.31 | 0.73 | 179% |
| Annual Report Gross Expense Ratio | 1.31 | 0.73 | 179% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.121 | 1.618 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 885M | 27,571% |
| Annual Yield % from dividends | 1.24 | 0.90 | 138% |
| Returns for 1 year | 4.49 | 6.07 | 74% |
| Returns for 3 years | 30.13 | 44.65 | 67% |
| Returns for 5 years | 34.15 | 58.23 | 59% |
| Returns for 10 years | 51.38 | 80.49 | 64% |
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