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LMRNX vs RLBAX
LMRNX vs RLBAX Comparison
Open Charts LMRNX vs RLBAX
1919 Socially Responsive Balanced I
Price$31.94
Change-$0.30 (-0.93%)
VolumeN/A
Net Assets885.45M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
LMRNX vs RLBAX Comparison Chart
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LMRNX vs. RLBAX commentary
Jun 16, 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: 244B vs. LMRNX (885M). RLBAX pays higher dividends than LMRNX: RLBAX (1.23) vs LMRNX (0.90). 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 : 6.07 vs. RLBAX (4.45). LMRNX return over 5 years is better than : 58.23 vs. RLBAX (34.05).
| 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 | 1.618 | 4.085 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 244B | 0% |
| Annual Yield % from dividends | 0.90 | 1.23 | 73% |
| Returns for 1 year | 6.07 | 4.45 | 136% |
| Returns for 3 years | 44.65 | 30.02 | 149% |
| Returns for 5 years | 58.23 | 34.05 | 171% |
| Returns for 10 years | 80.49 | 51.23 | 157% |
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