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CLBCX vs LMRNX
CLBCX vs LMRNX Comparison
Open Charts CLBCX vs LMRNX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
1919 Socially Responsive Balanced I
Price$33.67
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets933.17M
CLBCX vs LMRNX Comparison Chart in %
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CLBCX vs. LMRNX commentary
Sep 09, 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: 259B vs. LMRNX (933M). CLBCX pays higher dividends than LMRNX: CLBCX (1.11) vs LMRNX (0.91). CLBCX was incepted earlier than LMRNX: CLBCX (24 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 : 11.79 vs. CLBCX (10.90). LMRNX return over 5 years is better than : 50.53 vs. CLBCX (37.22).
| CLBCX | LMRNX | CLBCX / LMRNX | |
| Total Expense Ratio | 1.35 | 0.70 | 193% |
| Annual Report Gross Expense Ratio | 1.35 | 0.70 | 193% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 11.223 | 7.393 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 933M | 27,760% |
| Annual Yield % from dividends | 1.11 | 0.91 | 121% |
| Returns for 1 year | 10.90 | 11.79 | 92% |
| Returns for 3 years | 35.13 | 40.81 | 86% |
| Returns for 5 years | 37.22 | 50.53 | 74% |
| Returns for 10 years | 76.01 | 99.40 | 76% |
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