CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
LMRNX
Price
$33.17
Change
+$0.10 (+0.30%)
Updated
Jul 25 closing price
Net Assets
924.75M
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CLBCX vs LMRNX

Header iconCLBCX vs LMRNX Comparison
Open Charts CLBCX vs LMRNXBanner chart's image
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.

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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).
CLBCXLMRNXCLBCX / LMRNX
Total Expense Ratio1.350.70193%
Annual Report Gross Expense Ratio1.350.70193%
Fund Existence23 years17 years-
Gain YTD8.5365.798147%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B925M27,459%
Annual Yield % from dividends1.130.93122%
Returns for 1 year9.4210.9486%
Returns for 3 years32.7342.5177%
Returns for 5 years36.2055.9865%
Returns for 10 years64.6988.0173%
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