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CLBAX vs LMRNX
CLBAX vs LMRNX Comparison
Open Charts CLBAX vs LMRNX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
1919 Socially Responsive Balanced I
Price$33.16
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
CLBAX vs LMRNX Comparison Chart in %
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CLBAX vs. LMRNX commentary
Aug 18, 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: 256B vs. LMRNX (923M). CLBAX pays higher dividends than LMRNX: CLBAX (1.82) vs LMRNX (0.93). 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 annual gain was more profitable for investors over the last year : 8.60 vs. CLBAX (7.96). LMRNX return over 5 years is better than : 50.08 vs. CLBAX (39.83).
| 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 | 9.747 | 5.766 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 923M | 27,736% |
| Annual Yield % from dividends | 1.82 | 0.93 | 197% |
| Returns for 1 year | 7.96 | 8.60 | 93% |
| Returns for 3 years | 30.56 | 32.30 | 95% |
| Returns for 5 years | 39.83 | 50.08 | 80% |
| Returns for 10 years | 78.78 | 87.96 | 90% |
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