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BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
1919 Socially Responsive Balanced I
Price$33.16
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
BALCX vs LMRNX Comparison Chart in %
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BALCX vs. LMRNX commentary
Aug 18, 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: 256B vs. LMRNX (923M). BALCX pays higher dividends than LMRNX: BALCX (1.18) 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 : 8.60 vs. BALCX (7.16). LMRNX return over 5 years is better than : 50.08 vs. BALCX (33.87).
| 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 | 9.274 | 5.766 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 923M | 27,736% |
| Annual Yield % from dividends | 1.18 | 0.93 | 127% |
| Returns for 1 year | 7.16 | 8.60 | 83% |
| Returns for 3 years | 27.12 | 32.30 | 84% |
| Returns for 5 years | 33.87 | 50.08 | 68% |
| Returns for 10 years | 59.19 | 87.96 | 67% |
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