CLBFX
Price
$37.07
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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CLBFX vs LMRNX

Header iconCLBFX vs LMRNX Comparison
Open Charts CLBFX vs LMRNXBanner chart's image
American Funds American Balanced 529F
Price$37.07
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
CLBFX vs LMRNX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and LMRNX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. LMRNX (925M). CLBFX pays higher dividends than LMRNX: CLBFX (1.99) vs LMRNX (0.93). CLBFX was incepted earlier than LMRNX: CLBFX (23 years) vs LMRNX (17 years). LMRNX (0.70) and CLBFX (0.67) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). CLBFX has a lower initial minimum investment than LMRNX: CLBFX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 10.94 vs. CLBFX (10.40). LMRNX return over 5 years is better than : 55.98 vs. CLBFX (42.59).
CLBFXLMRNXCLBFX / LMRNX
Total Expense Ratio0.670.7096%
Annual Report Gross Expense Ratio0.670.7096%
Fund Existence23 years17 years-
Gain YTD9.1115.798157%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B925M27,459%
Annual Yield % from dividends1.990.93214%
Returns for 1 year10.4010.9495%
Returns for 3 years36.4242.5186%
Returns for 5 years42.5955.9876%
Returns for 10 years81.1088.0192%
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