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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
1919 Socially Responsive Balanced C
Price$32.99
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets932.8M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Sep 07, 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: 258B vs. SESLX (933M). CLBFX pays higher dividends than SESLX: CLBFX (1.94) 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 annual gain was more profitable for investors over the last year : 10.11 vs. SESLX (9.12). SESLX (42.86) and CLBFX (42.70) 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 | 32 years | - |
| Gain YTD | 11.495 | 6.238 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 933M | 27,653% |
| Annual Yield % from dividends | 1.94 | 0.05 | 3,898% |
| Returns for 1 year | 10.11 | 9.12 | 111% |
| Returns for 3 years | 41.65 | 40.61 | 103% |
| Returns for 5 years | 42.70 | 42.86 | 100% |
| Returns for 10 years | 92.18 | 83.05 | 111% |
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