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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$34.48
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets946.8M
Vanguard Balanced Index I
Price$52.25
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets61.86B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX commentary
Dec 28, 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.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.9B vs. LMRNX (947M). VBINX pays higher dividends than LMRNX: VBINX (1.88) vs LMRNX (0.97). 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 (12.00). 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 : 8.33 vs. VBINX (4.19). LMRNX return over 5 years is better than : 44.78 vs. VBINX (23.22).
| LMRNX | VBINX | LMRNX / VBINX | |
| Total Expense Ratio | 0.70 | 0.18 | 389% |
| Annual Report Gross Expense Ratio | 0.70 | 0.18 | 389% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 10.253 | 8.895 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 61.9B | 2% |
| Annual Yield % from dividends | 0.97 | 1.88 | 52% |
| Returns for 1 year | 8.33 | 4.19 | 199% |
| Returns for 3 years | 53.80 | 35.64 | 151% |
| Returns for 5 years | 44.78 | 23.22 | 193% |
| Returns for 10 years | 117.12 | 95.49 | 123% |
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