CLBFX
Price
$33.71
Change
+$0.12 (+0.36%)
Updated
Apr 25 closing price
Net Assets
230.79B
SSIAX
Price
$30.37
Change
+$0.17 (+0.56%)
Updated
Apr 25 closing price
Net Assets
847.82M
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CLBFX vs SSIAX

Header iconCLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAXBanner chart's image
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
1919 Socially Responsive Balanced A
Price$30.37
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets847.82M
CLBFX vs SSIAX Comparison Chart
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CLBFX vs. SSIAX commentary
Apr 28, 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 SSIAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 231B vs. SSIAX (848M). CLBFX pays higher dividends than SSIAX: CLBFX (2.14) vs SSIAX (0.68). CLBFX was incepted earlier than SSIAX: CLBFX (23 years) vs SSIAX (32 years). SSIAX (0.98) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SSIAX (10.00). CLBFX has a lower initial minimum investment than SSIAX: CLBFX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 7.27 vs. CLBFX (5.03). SSIAX return over 5 years is better than : 57.92 vs. CLBFX (39.15).
CLBFXSSIAXCLBFX / SSIAX
Total Expense Ratio0.680.9869%
Annual Report Gross Expense Ratio0.680.9869%
Fund Existence23 years32 years-
Gain YTD-1.118-3.36633%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets231B848M27,241%
Annual Yield % from dividends2.140.68315%
Returns for 1 year5.037.2769%
Returns for 3 years18.2225.4971%
Returns for 5 years39.1557.9268%
Returns for 10 years62.4266.1494%
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