CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
LMRNX
Price
$33.17
Change
+$0.10 (+0.30%)
Updated
Jul 25 closing price
Net Assets
924.75M
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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$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
1919 Socially Responsive Balanced I
Price$33.17
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets924.75M
CLBAX vs LMRNX Comparison Chart in %
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CLBAX vs. LMRNX commentary
Jul 27, 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: 254B vs. LMRNX (925M). 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 (0.70) 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 : 10.94 vs. CLBAX (10.23). LMRNX return over 5 years is better than : 55.98 vs. CLBAX (41.42).
CLBAXLMRNXCLBAX / LMRNX
Total Expense Ratio0.580.7083%
Annual Report Gross Expense Ratio0.580.7083%
Fund Existence23 years17 years-
Gain YTD9.0135.798155%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B925M27,459%
Annual Yield % from dividends1.840.93198%
Returns for 1 year10.2310.9494%
Returns for 3 years35.7642.5184%
Returns for 5 years41.4255.9874%
Returns for 10 years77.5888.0188%
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