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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$33.85
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets931.64M
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Oct 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. LMRNX (932M). VBAIX pays higher dividends than LMRNX: VBAIX (2.03) vs LMRNX (1.00). LMRNX was incepted earlier than VBAIX: LMRNX (17 years) vs VBAIX (25 years). LMRNX (0.70) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. LMRNX (10.00). LMRNX has a lower initial minimum investment than VBAIX: LMRNX (1000000) vs VBAIX (5000000). LMRNX annual gain was more profitable for investors over the last year : 7.88 vs. VBAIX (6.48). LMRNX return over 5 years is better than : 47.68 vs. VBAIX (31.29).
| LMRNX | VBAIX | LMRNX / VBAIX | |
| Total Expense Ratio | 0.70 | 0.06 | 1,167% |
| Annual Report Gross Expense Ratio | 0.70 | 0.06 | 1,167% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 8.239 | 9.605 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 61B | 2% |
| Annual Yield % from dividends | 1.00 | 2.03 | 49% |
| Returns for 1 year | 7.88 | 6.48 | 121% |
| Returns for 3 years | 53.73 | 40.54 | 133% |
| Returns for 5 years | 47.68 | 31.29 | 152% |
| Returns for 10 years | 98.85 | 99.01 | 100% |
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