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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
1919 Socially Responsive Balanced C
Price$32.38
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets916.21M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Aug 12, 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: 254B vs. SESLX (916M). CLBFX pays higher dividends than SESLX: CLBFX (1.97) vs SESLX (0.05). CLBFX was incepted earlier than SESLX: CLBFX (23 years) vs SESLX (32 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 (10.00). CLBFX has a lower initial minimum investment than SESLX: CLBFX (250) vs SESLX (1000). CLBFX (10.27) and SESLX (10.05) have marching annual gain over last year. SESLX return over 5 years is better than : 42.73 vs. CLBFX (39.97).
| 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 | 32 years | - |
| Gain YTD | 9.023 | 4.306 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 916M | 27,729% |
| Annual Yield % from dividends | 1.97 | 0.05 | 3,906% |
| Returns for 1 year | 10.27 | 10.05 | 102% |
| Returns for 3 years | 33.41 | 31.93 | 105% |
| Returns for 5 years | 39.97 | 42.73 | 94% |
| Returns for 10 years | 80.95 | 72.93 | 111% |
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