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CLBAX vs LMRNX
CLBAX vs LMRNX Comparison
Open Charts CLBAX vs LMRNX
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.
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).
| CLBAX | LMRNX | CLBAX / LMRNX | |
| Total Expense Ratio | 0.58 | 0.70 | 83% |
| Annual Report Gross Expense Ratio | 0.58 | 0.70 | 83% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.013 | 5.798 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 925M | 27,459% |
| Annual Yield % from dividends | 1.84 | 0.93 | 198% |
| Returns for 1 year | 10.23 | 10.94 | 94% |
| Returns for 3 years | 35.76 | 42.51 | 84% |
| Returns for 5 years | 41.42 | 55.98 | 74% |
| Returns for 10 years | 77.58 | 88.01 | 88% |
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