CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
LMRNX
Price
$32.97
Change
+$0.19 (+0.58%)
Updated
Jul 3 closing price
Net Assets
914.54M
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CLBAX vs LMRNX

Header iconCLBAX vs LMRNX Comparison
Open Charts CLBAX vs LMRNXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced I
Price$32.97
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
CLBAX vs LMRNX Comparison Chart in %
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CLBAX vs. LMRNX commentary
Jul 07, 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 CLBAX is a Buy and LMRNX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. LMRNX (915M). CLBAX pays higher dividends than LMRNX: CLBAX (1.84) vs LMRNX (0.93). CLBAX was incepted earlier than LMRNX: CLBAX (23 years) vs LMRNX (17 years). LMRNX (0.73) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). CLBAX has a lower initial minimum investment than LMRNX: CLBAX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 8.51 vs. CLBAX (7.84). LMRNX return over 5 years is better than : 58.82 vs. CLBAX (43.26).
CLBAXLMRNXCLBAX / LMRNX
Total Expense Ratio0.580.7379%
Annual Report Gross Expense Ratio0.580.7379%
Fund Existence23 years17 years-
Gain YTD8.0735.160156%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B915M27,541%
Annual Yield % from dividends1.840.93198%
Returns for 1 year7.848.5192%
Returns for 3 years36.1444.6981%
Returns for 5 years43.2658.8274%
Returns for 10 years77.5589.4287%
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