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CLBCX vs LMRNX
CLBCX vs LMRNX Comparison
Open Charts CLBCX vs LMRNX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced I
Price$32.97
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
CLBCX vs LMRNX Comparison Chart in %
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CLBCX vs. LMRNX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. LMRNX (915M). CLBCX pays higher dividends than LMRNX: CLBCX (1.13) vs LMRNX (0.93). CLBCX was incepted earlier than LMRNX: CLBCX (23 years) vs LMRNX (17 years). CLBCX (1.35) is less costly to investors than LMRNX (0.73). 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 : 8.51 vs. CLBCX (7.04). LMRNX return over 5 years is better than : 58.82 vs. CLBCX (37.95).
| CLBCX | LMRNX | CLBCX / LMRNX | |
| Total Expense Ratio | 1.35 | 0.73 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.73 | 185% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 7.660 | 5.160 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 915M | 27,541% |
| Annual Yield % from dividends | 1.13 | 0.93 | 122% |
| Returns for 1 year | 7.04 | 8.51 | 83% |
| Returns for 3 years | 33.08 | 44.69 | 74% |
| Returns for 5 years | 37.95 | 58.82 | 65% |
| Returns for 10 years | 64.69 | 89.42 | 72% |
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