Interact to see
Advertisement
Advertisement
CLBAX vs LMRNX
CLBAX vs LMRNX Comparison
Open Charts CLBAX vs LMRNX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
1919 Socially Responsive Balanced I
Price$31.94
Change-$0.30 (-0.93%)
VolumeN/A
Net Assets885.45M
CLBAX vs LMRNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. LMRNX commentary
Jun 16, 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: 244B vs. LMRNX (885M). CLBAX pays higher dividends than LMRNX: CLBAX (1.91) vs LMRNX (0.90). 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 : 6.07 vs. CLBAX (5.26). LMRNX return over 5 years is better than : 58.23 vs. CLBAX (40.12).
| 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 | 4.431 | 1.618 | 274% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 885M | 27,571% |
| Annual Yield % from dividends | 1.91 | 0.90 | 213% |
| Returns for 1 year | 5.26 | 6.07 | 87% |
| Returns for 3 years | 33.60 | 44.65 | 75% |
| Returns for 5 years | 40.12 | 58.23 | 69% |
| Returns for 10 years | 70.29 | 80.49 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement