CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
LMRNX
Price
$32.97
Change
+$0.19 (+0.58%)
Updated
Jul 3 closing price
Net Assets
914.54M
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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$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced I
Price$32.97
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
CLBFX vs LMRNX Comparison Chart in %
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CLBFX vs. LMRNX commentary
Jul 07, 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: 252B vs. LMRNX (915M). 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 (0.73) is less costly to investors than CLBFX (0.67). 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 : 8.51 vs. CLBFX (8.02). LMRNX return over 5 years is better than : 58.82 vs. CLBFX (44.49).
CLBFXLMRNXCLBFX / LMRNX
Total Expense Ratio0.670.7392%
Annual Report Gross Expense Ratio0.670.7392%
Fund Existence23 years17 years-
Gain YTD8.1695.160158%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B915M27,541%
Annual Yield % from dividends1.990.93214%
Returns for 1 year8.028.5194%
Returns for 3 years36.8044.6982%
Returns for 5 years44.4958.8276%
Returns for 10 years81.1489.4291%
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