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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$36.70
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
1919 Socially Responsive Balanced A
Price$32.62
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets914.03M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Jul 12, 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: 253B vs. SSIAX (914M). CLBFX pays higher dividends than SSIAX: CLBFX (1.99) 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). CLBFX (6.92) and SSIAX (6.92) have marching annual gain over last year. SSIAX return over 5 years is better than : 53.48 vs. CLBFX (43.07).
| 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 | 8.022 | 4.403 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 914M | 27,681% |
| Annual Yield % from dividends | 1.99 | 0.68 | 292% |
| Returns for 1 year | 6.92 | 6.92 | 100% |
| Returns for 3 years | 37.72 | 43.47 | 87% |
| Returns for 5 years | 43.07 | 53.48 | 81% |
| Returns for 10 years | 78.57 | 81.81 | 96% |
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