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LMRNX vs VBIAX
LMRNX vs VBIAX Comparison
Open Charts LMRNX vs VBIAX
1919 Socially Responsive Balanced I
Price$33.84
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets927.62M
Vanguard Balanced Index Adm
Price$52.26
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
LMRNX vs VBIAX Comparison Chart in %
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LMRNX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.2B vs. LMRNX (928M). VBIAX pays higher dividends than LMRNX: VBIAX (2.05) vs LMRNX (1.02). LMRNX was incepted earlier than VBIAX: LMRNX (18 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 (12.00). VBIAX has a lower initial minimum investment than LMRNX: VBIAX (3000) vs LMRNX (1000000). VBIAX (7.60) and LMRNX (7.30) have marching annual gain over last year. LMRNX return over 5 years is better than : 38.75 vs. VBIAX (22.00).
| 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 | 18 years | 25 years | - |
| Gain YTD | -1.024 | 0.888 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 61.2B | 2% |
| Annual Yield % from dividends | 1.02 | 2.05 | 50% |
| Returns for 1 year | 7.30 | 7.60 | 96% |
| Returns for 3 years | 41.40 | 28.83 | 144% |
| Returns for 5 years | 38.75 | 22.00 | 176% |
| Returns for 10 years | 129.68 | 108.75 | 119% |
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