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LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$34.37
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets955.05M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
LMRNX vs RLBCX Comparison Chart in %
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LMRNX vs. RLBCX commentary
Nov 14, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. LMRNX (955M). RLBCX pays higher dividends than LMRNX: RLBCX (1.46) vs LMRNX (0.98). LMRNX was incepted earlier than RLBCX: LMRNX (17 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than LMRNX (0.70). RLBCX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). RLBCX has a lower initial minimum investment than LMRNX: RLBCX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 9.17 vs. RLBCX (8.39). LMRNX return over 5 years is better than : 50.18 vs. RLBCX (37.74).
| LMRNX | RLBCX | LMRNX / RLBCX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.70 | 0.89 | 79% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 11.052 | 14.512 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 269B | 0% |
| Annual Yield % from dividends | 0.98 | 1.46 | 67% |
| Returns for 1 year | 9.17 | 8.39 | 109% |
| Returns for 3 years | 51.30 | 41.39 | 124% |
| Returns for 5 years | 50.18 | 37.74 | 133% |
| Returns for 10 years | 106.54 | 70.87 | 150% |
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