Interact to see
Advertisement
Advertisement
BALCX vs LMRNX
BALCX vs LMRNX Comparison
Open Charts BALCX vs LMRNX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
1919 Socially Responsive Balanced I
Price$33.67
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets933.17M
BALCX vs LMRNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. LMRNX commentary
Sep 09, 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: 259B vs. LMRNX (933M). BALCX pays higher dividends than LMRNX: BALCX (1.16) vs LMRNX (0.91). BALCX was incepted earlier than LMRNX: BALCX (25 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 : 11.79 vs. BALCX (10.89). LMRNX return over 5 years is better than : 50.53 vs. BALCX (36.42).
| BALCX | LMRNX | BALCX / LMRNX | |
| Total Expense Ratio | 1.31 | 0.70 | 187% |
| Annual Report Gross Expense Ratio | 1.31 | 0.70 | 187% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 11.277 | 7.393 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 933M | 27,760% |
| Annual Yield % from dividends | 1.16 | 0.91 | 127% |
| Returns for 1 year | 10.89 | 11.79 | 92% |
| Returns for 3 years | 34.57 | 40.81 | 85% |
| Returns for 5 years | 36.42 | 50.53 | 72% |
| Returns for 10 years | 69.02 | 99.40 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement