CLBFX
Price
$38.83
Change
+$0.04 (+0.10%)
Updated
Oct 3 closing price
Net Assets
265.73B
SSIAX
Price
$33.89
Change
+$0.06 (+0.18%)
Updated
Oct 3 closing price
Net Assets
940.13M
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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$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
1919 Socially Responsive Balanced A
Price$33.89
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets940.13M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Oct 06, 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: 266B vs. SSIAX (940M). CLBFX pays higher dividends than SSIAX: CLBFX (1.60) vs SSIAX (0.74). CLBFX was incepted earlier than SSIAX: CLBFX (23 years) vs SSIAX (33 years). SSIAX (0.95) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). CLBFX has a lower initial minimum investment than SSIAX: CLBFX (250) vs SSIAX (1000). SSIAX (9.71) and CLBFX (9.65) have marching annual gain over last year. SSIAX return over 5 years is better than : 51.08 vs. CLBFX (47.63).
CLBFXSSIAXCLBFX / SSIAX
Total Expense Ratio0.670.9571%
Annual Report Gross Expense Ratio0.670.9571%
Fund Existence23 years33 years-
Gain YTD14.2918.239173%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets266B940M28,298%
Annual Yield % from dividends1.600.74216%
Returns for 1 year9.659.7199%
Returns for 3 years48.1949.1998%
Returns for 5 years47.6351.0893%
Returns for 10 years94.4997.2497%
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