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LMRNX vs RLBAX
LMRNX vs RLBAX Comparison
Open Charts LMRNX vs RLBAX
1919 Socially Responsive Balanced I
Price$32.97
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
LMRNX vs RLBAX Comparison Chart in %
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LMRNX vs. RLBAX 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 LMRNX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. LMRNX (915M). RLBAX pays higher dividends than LMRNX: RLBAX (1.18) vs LMRNX (0.93). LMRNX was incepted earlier than RLBAX: LMRNX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than LMRNX (0.73). RLBAX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). RLBAX has a lower initial minimum investment than LMRNX: RLBAX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 8.51 vs. RLBAX (7.00). LMRNX return over 5 years is better than : 58.82 vs. RLBAX (37.04).
| LMRNX | RLBAX | LMRNX / RLBAX | |
| Total Expense Ratio | 0.73 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.73 | 1.31 | 56% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 5.160 | 7.651 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 252B | 0% |
| Annual Yield % from dividends | 0.93 | 1.18 | 79% |
| Returns for 1 year | 8.51 | 7.00 | 122% |
| Returns for 3 years | 44.69 | 32.45 | 138% |
| Returns for 5 years | 58.82 | 37.04 | 159% |
| Returns for 10 years | 89.42 | 58.01 | 154% |
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