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BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
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.
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).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.31 | 0.70 | 187% |
| Annual Report Gross Expense Ratio | 1.31 | 0.70 | 187% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.597 | 5.798 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 925M | 27,459% |
| Annual Yield % from dividends | 1.19 | 0.93 | 128% |
| Returns for 1 year | 9.43 | 10.94 | 86% |
| Returns for 3 years | 32.20 | 42.51 | 76% |
| Returns for 5 years | 35.43 | 55.98 | 63% |
| Returns for 10 years | 58.21 | 88.01 | 66% |
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