CLBCX
Price
$37.39
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
LMRNX
Price
$33.16
Change
-$0.04 (-0.12%)
Updated
Aug 15 closing price
Net Assets
922.51M
Interact to see
Advertisement

CLBCX vs LMRNX

Header iconCLBCX vs LMRNX Comparison
Open Charts CLBCX vs LMRNXBanner chart's image
American Funds American Balanced 529C
Price$37.39
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
CLBCX vs LMRNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBCX 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 CLBCX is a Buy and LMRNX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. LMRNX (923M). CLBCX pays higher dividends than LMRNX: CLBCX (1.12) vs LMRNX (0.93). CLBCX was incepted earlier than LMRNX: CLBCX (24 years) vs LMRNX (17 years). CLBCX (1.35) is less costly to investors than LMRNX (0.70). CLBCX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). CLBCX has a lower initial minimum investment than LMRNX: CLBCX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 8.60 vs. CLBCX (7.14). LMRNX return over 5 years is better than : 50.08 vs. CLBCX (34.64).
CLBCXLMRNXCLBCX / LMRNX
Total Expense Ratio1.350.70193%
Annual Report Gross Expense Ratio1.350.70193%
Fund Existence24 years17 years-
Gain YTD9.2085.766160%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets256B923M27,736%
Annual Yield % from dividends1.120.93121%
Returns for 1 year7.148.6083%
Returns for 3 years27.5832.3085%
Returns for 5 years34.6450.0869%
Returns for 10 years65.7787.9675%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
HIND14.0010.08
+257.14%
Vyome Holdings Inc
EURKU10.77N/A
N/A
Eureka Acquisition Corp.
SARO26.55-0.47
-1.74%
StandardAero Inc
TWST28.12-0.72
-2.50%
Twist Bioscience Corp
LNZA0.26-0.11
-30.55%
LanzaTech Global