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CLBAX vs SSBIX
CLBAX vs SSBIX Comparison
Open Charts CLBAX vs SSBIX
American Funds American Balanced 529A
Price$38.44
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
State Street Balanced Index K
Price$14.15
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets610.06M
CLBAX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. SSBIX (610M). CLBAX pays higher dividends than SSBIX: CLBAX (1.80) vs SSBIX (0.47). 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 : 11.98 vs. CLBAX (9.29).
| CLBAX | SSBIX | CLBAX / SSBIX | |
| Total Expense Ratio | 0.58 | 0.05 | 1,160% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 12.889 | 10.461 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 610M | 43,115% |
| Annual Yield % from dividends | 1.80 | 0.47 | 383% |
| Returns for 1 year | 9.29 | 11.98 | 78% |
| Returns for 3 years | 43.58 | N/A | - |
| Returns for 5 years | 44.74 | N/A | - |
| Returns for 10 years | 91.51 | N/A | - |
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