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CLBFX vs LMRNX
CLBFX vs LMRNX Comparison
Open Charts CLBFX vs LMRNX
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.
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).
| 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 | 9.111 | 5.798 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 925M | 27,459% |
| Annual Yield % from dividends | 1.99 | 0.93 | 214% |
| Returns for 1 year | 10.40 | 10.94 | 95% |
| Returns for 3 years | 36.42 | 42.51 | 86% |
| Returns for 5 years | 42.59 | 55.98 | 76% |
| Returns for 10 years | 81.10 | 88.01 | 92% |