CLBAX
Price
$37.53
Change
+$0.07 (+0.19%)
Updated
Aug 27 closing price
Net Assets
255.46B
SSBIX
Price
$13.91
Change
+$0.02 (+0.14%)
Updated
Aug 27 closing price
Net Assets
595.72M
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CLBAX vs SSBIX

Header iconCLBAX vs SSBIX Comparison
Open Charts CLBAX vs SSBIXBanner chart's image
American Funds American Balanced 529A
Price$37.53
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
State Street Balanced Index K
Price$13.91
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets595.72M
CLBAX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. SSBIX (596M). CLBAX pays higher dividends than SSBIX: CLBAX (1.82) vs SSBIX (0.48). CLBAX was incepted earlier than SSBIX: CLBAX (24 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than CLBAX: SSBIX (0) vs CLBAX (250). SSBIX annual gain was more profitable for investors over the last year : 10.35 vs. CLBAX (7.30).
CLBAXSSBIXCLBAX / SSBIX
Total Expense Ratio0.580.051,160%
Annual Report Gross Expense Ratio0.581.1351%
Fund Existence24 years2 years-
Gain YTD10.2178.431121%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets255B596M42,785%
Annual Yield % from dividends1.820.48381%
Returns for 1 year7.3010.3570%
Returns for 3 years35.54N/A-
Returns for 5 years38.66N/A-
Returns for 10 years85.52N/A-
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