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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$34.37
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets955.05M
Vanguard Balanced Index Adm
Price$52.72
Change-$0.64 (-1.20%)
VolumeN/A
Net Assets61.72B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. LMRNX (955M). VBIAX pays higher dividends than LMRNX: VBIAX (1.99) vs LMRNX (0.98). LMRNX was incepted earlier than VBIAX: LMRNX (17 years) vs VBIAX (25 years). LMRNX (0.70) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. LMRNX (10.00). VBIAX has a lower initial minimum investment than LMRNX: VBIAX (3000) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 9.17 vs. VBIAX (6.75). LMRNX return over 5 years is better than : 50.18 vs. VBIAX (30.81).
| LMRNX | VBIAX | LMRNX / VBIAX | |
| Total Expense Ratio | 0.70 | 0.07 | 1,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.07 | 1,000% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 11.052 | 11.291 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 61.7B | 2% |
| Annual Yield % from dividends | 0.98 | 1.99 | 49% |
| Returns for 1 year | 9.17 | 6.75 | 136% |
| Returns for 3 years | 51.30 | 35.88 | 143% |
| Returns for 5 years | 50.18 | 30.81 | 163% |
| Returns for 10 years | 106.54 | 103.17 | 103% |
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