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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$34.66
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced A
Price$32.07
Change+$0.23 (+0.72%)
VolumeN/A
CapitalizationN/A
CLBFX vs SSIAX Comparison Chart
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CLBFX vs. SSIAX commentary
Dec 25, 2024
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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. SSIAX (895M). CLBFX pays higher dividends than SSIAX: CLBFX (2.39) vs SSIAX (0.50). CLBFX was incepted earlier than SSIAX: CLBFX (22 years) vs SSIAX (32 years). 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 : 18.28 vs. CLBFX (11.58). SSIAX return over 5 years is better than : 58.10 vs. CLBFX (33.86).
| CLBFX | SSIAX | CLBFX / SSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 11.090 | 17.843 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 895M | 26,592% |
| Annual Yield % from dividends | 2.39 | 0.50 | 475% |
| Returns for 1 year | 11.58 | 18.28 | 63% |
| Returns for 3 years | 11.73 | 13.10 | 90% |
| Returns for 5 years | 33.86 | 58.10 | 58% |
| Returns for 10 years | 69.16 | 57.60 | 120% |
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