BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
LMRNX
Price
$33.17
Change
+$0.10 (+0.30%)
Updated
Jul 25 closing price
Net Assets
924.75M
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BALCX vs LMRNX

Header iconBALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
1919 Socially Responsive Balanced I
Price$33.17
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets924.75M
BALCX vs LMRNX Comparison Chart in %
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BALCX vs. LMRNX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. LMRNX (925M). BALCX pays higher dividends than LMRNX: BALCX (1.19) vs LMRNX (0.93). BALCX was incepted earlier than LMRNX: BALCX (24 years) vs LMRNX (17 years). BALCX (1.31) is less costly to investors than LMRNX (0.70). 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 : 10.94 vs. BALCX (9.43). LMRNX return over 5 years is better than : 55.98 vs. BALCX (35.43).
BALCXLMRNXBALCX / LMRNX
Total Expense Ratio1.310.70187%
Annual Report Gross Expense Ratio1.310.70187%
Fund Existence24 years17 years-
Gain YTD8.5975.798148%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B925M27,459%
Annual Yield % from dividends1.190.93128%
Returns for 1 year9.4310.9486%
Returns for 3 years32.2042.5176%
Returns for 5 years35.4355.9863%
Returns for 10 years58.2188.0166%
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