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CLBCX vs LMRNX
CLBCX vs LMRNX Comparison
Open Charts CLBCX vs LMRNX
American Funds American Balanced 529C
Price$35.63
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
CLBCX vs LMRNX Comparison Chart
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CLBCX 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 CLBCX is a Buy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. LMRNX (885M). CLBCX pays higher dividends than LMRNX: CLBCX (1.18) vs LMRNX (0.90). 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 : 6.07 vs. CLBCX (4.49). LMRNX return over 5 years is better than : 58.23 vs. CLBCX (34.93).
| 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 | 4.067 | 1.618 | 251% |
| Front Load | N/A | 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 | 1.18 | 0.90 | 132% |
| Returns for 1 year | 4.49 | 6.07 | 74% |
| Returns for 3 years | 30.63 | 44.65 | 69% |
| Returns for 5 years | 34.93 | 58.23 | 60% |
| Returns for 10 years | 57.89 | 80.49 | 72% |
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