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CLBCX vs LMRNX
CLBCX vs LMRNX Comparison
Open Charts CLBCX vs LMRNX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
1919 Socially Responsive Balanced I
Price$33.17
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets924.75M
CLBCX vs LMRNX Comparison Chart in %
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CLBCX vs. LMRNX commentary
Jul 27, 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: 254B vs. LMRNX (925M). 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 (0.70). 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 : 10.94 vs. CLBCX (9.42). LMRNX return over 5 years is better than : 55.98 vs. CLBCX (36.20).
| CLBCX | LMRNX | CLBCX / LMRNX | |
| Total Expense Ratio | 1.35 | 0.70 | 193% |
| Annual Report Gross Expense Ratio | 1.35 | 0.70 | 193% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.536 | 5.798 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 925M | 27,459% |
| Annual Yield % from dividends | 1.13 | 0.93 | 122% |
| Returns for 1 year | 9.42 | 10.94 | 86% |
| Returns for 3 years | 32.73 | 42.51 | 77% |
| Returns for 5 years | 36.20 | 55.98 | 65% |
| Returns for 10 years | 64.69 | 88.01 | 73% |
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