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LMRNX vs VBINX
LMRNX vs VBINX Comparison
Open Charts LMRNX vs VBINX
1919 Socially Responsive Balanced I
Price$33.84
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets927.62M
Vanguard Balanced Index I
Price$52.27
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
LMRNX vs VBINX Comparison Chart in %
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LMRNX vs. VBINX 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.2B vs. LMRNX (928M). VBINX pays higher dividends than LMRNX: VBINX (1.95) vs LMRNX (1.02). LMRNX was incepted earlier than VBINX: LMRNX (18 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). VBINX (7.55) and LMRNX (7.30) have marching annual gain over last year. LMRNX return over 5 years is better than : 38.75 vs. VBINX (21.67).
| LMRNX | VBINX | LMRNX / VBINX | |
| Total Expense Ratio | 0.70 | 0.18 | 389% |
| Annual Report Gross Expense Ratio | 0.70 | 0.18 | 389% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -1.024 | 0.888 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 61.2B | 2% |
| Annual Yield % from dividends | 1.02 | 1.95 | 53% |
| Returns for 1 year | 7.30 | 7.55 | 97% |
| Returns for 3 years | 41.40 | 28.59 | 145% |
| Returns for 5 years | 38.75 | 21.67 | 179% |
| Returns for 10 years | 129.68 | 107.62 | 120% |
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