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CLBFX vs LMRNX
CLBFX vs LMRNX Comparison
Open Charts CLBFX vs LMRNX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
1919 Socially Responsive Balanced I
Price$33.16
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
CLBFX vs LMRNX Comparison Chart in %
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CLBFX vs. LMRNX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. LMRNX (923M). CLBFX pays higher dividends than LMRNX: CLBFX (1.97) 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 : 8.60 vs. CLBFX (8.11). LMRNX return over 5 years is better than : 50.08 vs. CLBFX (40.98).
| 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 | 9.847 | 5.766 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 923M | 27,736% |
| Annual Yield % from dividends | 1.97 | 0.93 | 213% |
| Returns for 1 year | 8.11 | 8.60 | 94% |
| Returns for 3 years | 31.15 | 32.30 | 96% |
| Returns for 5 years | 40.98 | 50.08 | 82% |
| Returns for 10 years | 82.32 | 87.96 | 94% |
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