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CLBAX vs SSBIX
CLBAX vs SSBIX Comparison
Open Charts CLBAX vs SSBIX
American Funds American Balanced 529A
Price$36.98
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
State Street Balanced Index K
Price$13.69
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets583.47M
CLBAX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. SSBIX (583M). CLBAX pays higher dividends than SSBIX: CLBAX (1.82) vs SSBIX (0.48). CLBAX was incepted earlier than SSBIX: CLBAX (23 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 : 13.57 vs. CLBAX (10.79).
| 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 | 23 years | 2 years | - |
| Gain YTD | 8.602 | 6.479 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 583M | 43,225% |
| Annual Yield % from dividends | 1.82 | 0.48 | 381% |
| Returns for 1 year | 10.79 | 13.57 | 79% |
| Returns for 3 years | 32.24 | N/A | - |
| Returns for 5 years | 38.42 | N/A | - |
| Returns for 10 years | 77.27 | N/A | - |
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