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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
1919 Socially Responsive Balanced C
Price$33.47
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets932.14M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Nov 20, 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 Hold and SESLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. SESLX (932M). CLBFX pays higher dividends than SESLX: CLBFX (1.86) vs SESLX (0.05). CLBFX was incepted earlier than SESLX: CLBFX (23 years) vs SESLX (33 years). SESLX (1.68) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SESLX (12.00). CLBFX has a lower initial minimum investment than SESLX: CLBFX (250) vs SESLX (1000). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. SESLX (6.85). CLBFX (41.70) and SESLX (40.95) have equivalent 5 years return.
| CLBFX | SESLX | CLBFX / SESLX | |
| Total Expense Ratio | 0.67 | 1.68 | 40% |
| Annual Report Gross Expense Ratio | 0.67 | 1.68 | 40% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 14.206 | 7.533 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 932M | 28,219% |
| Annual Yield % from dividends | 1.86 | 0.05 | 3,456% |
| Returns for 1 year | 9.14 | 6.85 | 134% |
| Returns for 3 years | 42.41 | 43.98 | 96% |
| Returns for 5 years | 41.70 | 40.95 | 102% |
| Returns for 10 years | 86.89 | 81.57 | 107% |
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