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CLBFX vs LMRNX
CLBFX vs LMRNX Comparison
Open Charts CLBFX vs LMRNX
American Funds American Balanced 529F
Price$40.10
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
1919 Socially Responsive Balanced I
Price$34.70
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets948.22M
CLBFX vs LMRNX Comparison Chart in %
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CLBFX vs. LMRNX commentary
Dec 13, 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 StrongBuy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. LMRNX (948M). CLBFX pays higher dividends than LMRNX: CLBFX (1.83) vs LMRNX (0.97). 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). CLBFX annual gain was more profitable for investors over the last year : 10.76 vs. LMRNX (7.51). LMRNX return over 5 years is better than : 48.37 vs. CLBFX (43.74).
| CLBFX | LMRNX | CLBFX / LMRNX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 0.70 | 96% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 18.399 | 10.957 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 948M | 28,376% |
| Annual Yield % from dividends | 1.83 | 0.97 | 189% |
| Returns for 1 year | 10.76 | 7.51 | 143% |
| Returns for 3 years | 45.23 | 50.09 | 90% |
| Returns for 5 years | 43.74 | 48.37 | 90% |
| Returns for 10 years | 97.46 | 106.48 | 92% |
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