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LMRNX vs VBAIX
LMRNX vs VBAIX Comparison
Open Charts LMRNX vs VBAIX
1919 Socially Responsive Balanced I
Price$34.56
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets949.13M
Vanguard Balanced Index I
Price$53.50
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets61.86B
LMRNX vs VBAIX Comparison Chart in %
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LMRNX vs. VBAIX commentary
Dec 06, 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 VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.9B vs. LMRNX (949M). VBAIX pays higher dividends than LMRNX: VBAIX (1.99) vs LMRNX (0.97). 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 : 7.03 vs. VBAIX (5.03). LMRNX return over 5 years is better than : 47.22 vs. VBAIX (27.63).
| 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 | 10.509 | 11.565 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 61.9B | 2% |
| Annual Yield % from dividends | 0.97 | 1.99 | 49% |
| Returns for 1 year | 7.03 | 5.03 | 140% |
| Returns for 3 years | 49.73 | 35.00 | 142% |
| Returns for 5 years | 47.22 | 27.63 | 171% |
| Returns for 10 years | 101.35 | 100.39 | 101% |
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