Interact to see
Advertisement
Advertisement
LMRNX vs RLBAX
LMRNX vs RLBAX Comparison
Open Charts LMRNX vs RLBAX
1919 Socially Responsive Balanced I
Price$33.17
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets924.75M
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
LMRNX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMRNX vs. RLBAX commentary
Jul 27, 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: 254B vs. LMRNX (925M). 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 (0.70). 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 : 10.94 vs. RLBAX (9.42). LMRNX return over 5 years is better than : 55.98 vs. RLBAX (35.28).
| 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 | 5.798 | 8.565 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 254B | 0% |
| Annual Yield % from dividends | 0.93 | 1.18 | 79% |
| Returns for 1 year | 10.94 | 9.42 | 116% |
| Returns for 3 years | 42.51 | 32.14 | 132% |
| Returns for 5 years | 55.98 | 35.28 | 159% |
| Returns for 10 years | 88.01 | 58.06 | 152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement