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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$34.80
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
1919 Socially Responsive Balanced C
Price$31.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets878.78M
CLBFX vs SESLX Comparison Chart
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CLBFX vs. SESLX commentary
May 15, 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 Buy and SESLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. SESLX (879M). CLBFX pays higher dividends than SESLX: CLBFX (2.15) vs SESLX (0.04). CLBFX was incepted earlier than SESLX: CLBFX (23 years) vs SESLX (32 years). SESLX (1.71) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SESLX (10.00). CLBFX has a lower initial minimum investment than SESLX: CLBFX (250) vs SESLX (1000). SESLX annual gain was more profitable for investors over the last year : 6.94 vs. CLBFX (6.28). SESLX return over 5 years is better than : 56.62 vs. CLBFX (44.20).
| CLBFX | SESLX | CLBFX / SESLX | |
| Total Expense Ratio | 0.67 | 1.71 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.71 | 39% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.314 | -0.254 | -912% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 879M | 27,190% |
| Annual Yield % from dividends | 2.15 | 0.04 | 6,020% |
| Returns for 1 year | 6.28 | 6.94 | 90% |
| Returns for 3 years | 24.53 | 31.79 | 77% |
| Returns for 5 years | 44.20 | 56.62 | 78% |
| Returns for 10 years | 67.92 | 63.02 | 108% |