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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
1919 Socially Responsive Balanced C
Price$31.42
Change-$0.35 (-1.10%)
VolumeN/A
Net Assets898.73M
CLBFX vs SESLX Comparison Chart
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CLBFX vs. SESLX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. SESLX (899M). CLBFX pays higher dividends than SESLX: CLBFX (2.39) vs SESLX (0.09). CLBFX was incepted earlier than SESLX: CLBFX (22 years) vs SESLX (32 years). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 11.05 vs. CLBFX (9.36). SESLX return over 5 years is better than : 46.88 vs. CLBFX (32.87).
| CLBFX | SESLX | CLBFX / SESLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 2.894 | 1.159 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 899M | 26,919% |
| Annual Yield % from dividends | 2.39 | 0.09 | 2,521% |
| Returns for 1 year | 9.36 | 11.05 | 85% |
| Returns for 3 years | 19.64 | 22.33 | 88% |
| Returns for 5 years | 32.87 | 46.88 | 70% |
| Returns for 10 years | 68.67 | 64.56 | 106% |
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