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LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$33.84
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets927.62M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
LMRNX vs RLBCX Comparison Chart in %
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LMRNX vs. RLBCX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. LMRNX (928M). RLBCX pays higher dividends than LMRNX: RLBCX (1.62) vs LMRNX (1.02). LMRNX was incepted earlier than RLBCX: LMRNX (18 years) vs RLBCX (24 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 (12.00). RLBCX has a lower initial minimum investment than LMRNX: RLBCX (250) vs LMRNX (1000000). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. LMRNX (7.30). LMRNX return over 5 years is better than : 38.75 vs. RLBCX (33.82).
| LMRNX | RLBCX | LMRNX / RLBCX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.70 | 0.89 | 79% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -1.024 | 2.445 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 270B | 0% |
| Annual Yield % from dividends | 1.02 | 1.62 | 63% |
| Returns for 1 year | 7.30 | 10.97 | 67% |
| Returns for 3 years | 41.40 | 35.49 | 117% |
| Returns for 5 years | 38.75 | 33.82 | 115% |
| Returns for 10 years | 129.68 | 84.49 | 153% |
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