CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
LMRNX
Price
$32.97
Change
+$0.19 (+0.58%)
Updated
Jul 3 closing price
Net Assets
914.54M
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$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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CLBCXLMRNXCLBCX / LMRNX
Total Expense Ratio1.350.73185%
Annual Report Gross Expense Ratio1.350.73185%
Fund Existence23 years17 years-
Gain YTD7.6605.160148%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B915M27,541%
Annual Yield % from dividends1.130.93122%
Returns for 1 year7.048.5183%
Returns for 3 years33.0844.6974%
Returns for 5 years37.9558.8265%
Returns for 10 years64.6989.4272%
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 %
AFRI7.830.10
+1.29%
Forafric Global PLC
CMCO16.390.06
+0.37%
Columbus McKinnon Corp
AGI26.990.02
+0.07%
Alamos Gold
MDT88.39-0.36
-0.41%
Medtronic plc
CREX3.30-0.09
-2.65%
Creative Realities