BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
LMRNX
Price
$32.97
Change
+$0.19 (+0.58%)
Updated
Jul 3 closing price
Net Assets
914.54M
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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$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced I
Price$32.97
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
BALCX vs LMRNX Comparison Chart in %
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BALCX vs. LMRNX commentary
Jul 07, 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: 252B vs. LMRNX (915M). 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 (0.73). 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 : 8.51 vs. BALCX (7.03). LMRNX return over 5 years is better than : 58.82 vs. BALCX (37.14).
BALCXLMRNXBALCX / LMRNX
Total Expense Ratio1.310.73179%
Annual Report Gross Expense Ratio1.310.73179%
Fund Existence24 years17 years-
Gain YTD7.6845.160149%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B915M27,541%
Annual Yield % from dividends1.190.93128%
Returns for 1 year7.038.5183%
Returns for 3 years32.5144.6973%
Returns for 5 years37.1458.8263%
Returns for 10 years58.1689.4265%
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