LMRNX
Price
$34.37
Change
-$0.36 (-1.04%)
Updated
Nov 13 closing price
Net Assets
955.05M
VBINX
Price
$52.73
Change
-$0.63 (-1.18%)
Updated
Nov 13 closing price
Net Assets
61.72B
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LMRNX vs VBINX

Header iconLMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINXBanner chart's image
1919 Socially Responsive Balanced I
Price$34.37
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets955.05M
Vanguard Balanced Index I
Price$52.73
Change-$0.63 (-1.18%)
VolumeN/A
Net Assets61.72B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX 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 VBINX is a Hold.

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FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. LMRNX (955M). VBINX pays higher dividends than LMRNX: VBINX (1.89) vs LMRNX (0.98). LMRNX was incepted earlier than VBINX: LMRNX (17 years) vs VBINX (33 years). LMRNX (0.70) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. LMRNX (10.00). VBINX has a lower initial minimum investment than LMRNX: VBINX (0) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 9.17 vs. VBINX (6.68). LMRNX return over 5 years is better than : 50.18 vs. VBINX (30.43).
LMRNXVBINXLMRNX / VBINX
Total Expense Ratio0.700.18389%
Annual Report Gross Expense Ratio0.700.18389%
Fund Existence17 years33 years-
Gain YTD11.05211.20899%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets955M61.7B2%
Annual Yield % from dividends0.981.8952%
Returns for 1 year9.176.68137%
Returns for 3 years51.3035.61144%
Returns for 5 years50.1830.43165%
Returns for 10 years106.54102.03104%
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