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LMRNX vs RLBAX
LMRNX vs RLBAX Comparison
Open Charts LMRNX vs RLBAX
1919 Socially Responsive Balanced I
Price$33.16
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
LMRNX vs RLBAX Comparison Chart in %
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LMRNX vs. RLBAX 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 LMRNX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. LMRNX (923M). RLBAX pays higher dividends than LMRNX: RLBAX (1.17) 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 (0.70). 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 : 8.60 vs. RLBAX (7.15). LMRNX return over 5 years is better than : 50.08 vs. RLBAX (33.77).
| LMRNX | RLBAX | LMRNX / RLBAX | |
| Total Expense Ratio | 0.70 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.70 | 1.31 | 53% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 5.766 | 9.243 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 256B | 0% |
| Annual Yield % from dividends | 0.93 | 1.17 | 79% |
| Returns for 1 year | 8.60 | 7.15 | 120% |
| Returns for 3 years | 32.30 | 27.06 | 119% |
| Returns for 5 years | 50.08 | 33.77 | 148% |
| Returns for 10 years | 87.96 | 59.12 | 149% |
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