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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$38.48
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
1919 Socially Responsive Balanced A
Price$33.67
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets935.27M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Sep 15, 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: 262B vs. SSIAX (935M). CLBFX pays higher dividends than SSIAX: CLBFX (1.94) vs SSIAX (0.67). 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 annual gain was more profitable for investors over the last year : 10.50 vs. SSIAX (8.89). SSIAX return over 5 years is better than : 51.17 vs. CLBFX (46.27).
| 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 | 13.261 | 7.336 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 935M | 28,021% |
| Annual Yield % from dividends | 1.94 | 0.67 | 289% |
| Returns for 1 year | 10.50 | 8.89 | 118% |
| Returns for 3 years | 43.66 | 43.72 | 100% |
| Returns for 5 years | 46.27 | 51.17 | 90% |
| Returns for 10 years | 95.06 | 95.05 | 100% |
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