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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$37.45
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets256.44B
1919 Socially Responsive Balanced A
Price$33.26
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets926.12M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Aug 26, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. SSIAX (926M). 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 (8.23) and CLBFX (8.15) have marching annual gain over last year. SSIAX return over 5 years is better than : 47.70 vs. CLBFX (41.52).
| 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 | 10.229 | 6.029 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 926M | 27,646% |
| Annual Yield % from dividends | 1.97 | 0.68 | 290% |
| Returns for 1 year | 8.15 | 8.23 | 99% |
| Returns for 3 years | 35.07 | 36.85 | 95% |
| Returns for 5 years | 41.52 | 47.70 | 87% |
| Returns for 10 years | 96.16 | 99.13 | 97% |
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