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CLBAX vs LMRNX
CLBAX vs LMRNX Comparison
Open Charts CLBAX vs LMRNX
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.
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).
| CLBAX | LMRNX | CLBAX / LMRNX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.073 | 5.160 | 156% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 915M | 27,541% |
| Annual Yield % from dividends | 1.84 | 0.93 | 198% |
| Returns for 1 year | 7.84 | 8.51 | 92% |
| Returns for 3 years | 36.14 | 44.69 | 81% |
| Returns for 5 years | 43.26 | 58.82 | 74% |
| Returns for 10 years | 77.55 | 89.42 | 87% |
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