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LMRNX vs RLBCX
LMRNX vs RLBCX Comparison
Open Charts LMRNX vs RLBCX
1919 Socially Responsive Balanced I
Price$33.85
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets934.8M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
LMRNX vs RLBCX Comparison Chart in %
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LMRNX vs. RLBCX commentary
Oct 21, 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: 266B vs. LMRNX (935M). RLBCX pays higher dividends than LMRNX: RLBCX (1.49) vs LMRNX (1.00). 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). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. LMRNX (7.88). LMRNX return over 5 years is better than : 47.68 vs. RLBCX (40.24).
| 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 | 8.239 | 14.364 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 266B | 0% |
| Annual Yield % from dividends | 1.00 | 1.49 | 67% |
| Returns for 1 year | 7.88 | 8.34 | 94% |
| Returns for 3 years | 53.73 | 49.26 | 109% |
| Returns for 5 years | 47.68 | 40.24 | 118% |
| Returns for 10 years | 98.85 | 72.18 | 137% |
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