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CLBFX vs LMRNX
CLBFX vs LMRNX Comparison
Open Charts CLBFX vs LMRNX
American Funds American Balanced 529F
Price$38.03
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
CLBFX vs LMRNX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and LMRNX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. LMRNX (933M). CLBFX pays higher dividends than LMRNX: CLBFX (1.94) vs LMRNX (0.91). 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 (11.92) and LMRNX (11.79) have marching annual gain over last year. LMRNX return over 5 years is better than : 50.53 vs. CLBFX (43.66).
| 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 | 11.937 | 7.393 | 161% |
| 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 | 1.94 | 0.91 | 213% |
| Returns for 1 year | 11.92 | 11.79 | 101% |
| Returns for 3 years | 38.90 | 40.81 | 95% |
| Returns for 5 years | 43.66 | 50.53 | 86% |
| Returns for 10 years | 93.51 | 99.40 | 94% |
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