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CLBAX vs LMRNX
CLBAX vs LMRNX Comparison
Open Charts CLBAX vs LMRNX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
1919 Socially Responsive Balanced I
Price$33.67
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets933.17M
CLBAX vs LMRNX Comparison Chart in %
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CLBAX vs. LMRNX commentary
Sep 09, 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: 259B vs. LMRNX (933M). CLBAX pays higher dividends than LMRNX: CLBAX (1.80) vs LMRNX (0.91). CLBAX was incepted earlier than LMRNX: CLBAX (24 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 (11.79) and CLBAX (11.72) have marching annual gain over last year. LMRNX return over 5 years is better than : 50.53 vs. CLBAX (42.50).
| CLBAX | LMRNX | CLBAX / LMRNX | |
| Total Expense Ratio | 0.58 | 0.70 | 83% |
| Annual Report Gross Expense Ratio | 0.58 | 0.70 | 83% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 11.803 | 7.393 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 933M | 27,760% |
| Annual Yield % from dividends | 1.80 | 0.91 | 197% |
| Returns for 1 year | 11.72 | 11.79 | 99% |
| Returns for 3 years | 38.19 | 40.81 | 94% |
| Returns for 5 years | 42.50 | 50.53 | 84% |
| Returns for 10 years | 89.77 | 99.40 | 90% |
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