CLBAX has more cash in the bank: 285B vs. SSBIX (615M). SSBIX pays higher dividends than CLBAX: SSBIX (1.97) vs CLBAX (1.80). CLBAX was incepted earlier than SSBIX: CLBAX (25 years) vs SSBIX (3 years). CLBAX (0.58) is less costly to investors than SSBIX (0.15). CLBAX is a more actively managed with annual turnover of: 50.00 vs. SSBIX (12.00). 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 : 8.17 vs. CLBAX (6.67).

	CLBAX	SSBIX	CLBAX / SSBIX
Total Expense Ratio	0.58	0.05	1,160%
Annual Report Gross Expense Ratio	0.58	0.15	387%
Fund Existence	25 years	3 years	-
Gain YTD	8.484	6.766	125%
Front Load	4%	N/A	-
Min. Initial Investment	250	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	285B	615M	46,341%
Annual Yield % from dividends	1.80	1.97	91%
Returns for 1 year	6.67	8.17	82%
Returns for 3 years	41.43	N/A	-
Returns for 5 years	33.22	N/A	-
Returns for 10 years	95.16	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
GSVSX	18.10	N/A	N/A
Goldman Sachs Large Cap Value Svc
FIUIX	33.06	N/A	N/A
Fidelity Telecom and Utilities
GOGFX	46.02	N/A	N/A
Victory Sycamore Small Company Opp R
JETTX	19.84	N/A	N/A
Janus Henderson Global Sust Eq T
FBAOX	35.09	N/A	N/A
Fidelity Advisor® Balanced A