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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$36.63
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
1919 Socially Responsive Balanced A
Price$32.55
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets915.76M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. SSIAX (916M). CLBFX pays higher dividends than SSIAX: CLBFX (1.97) vs SSIAX (0.68). 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 annual gain was more profitable for investors over the last year : 8.73 vs. CLBFX (7.64). SSIAX return over 5 years is better than : 50.25 vs. CLBFX (40.21).
| CLBFX | SSIAX | CLBFX / SSIAX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.95 | 71% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 7.816 | 4.658 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 916M | 27,620% |
| Annual Yield % from dividends | 1.97 | 0.68 | 290% |
| Returns for 1 year | 7.64 | 8.73 | 88% |
| Returns for 3 years | 32.47 | 35.25 | 92% |
| Returns for 5 years | 40.21 | 50.25 | 80% |
| Returns for 10 years | 78.16 | 82.15 | 95% |
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