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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
1919 Socially Responsive Balanced A
Price$33.98
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets932.14M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Nov 20, 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 Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. SSIAX (932M). CLBFX pays higher dividends than SSIAX: CLBFX (1.86) vs SSIAX (0.72). 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 (12.00). 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 : 9.14 vs. SSIAX (7.61). SSIAX return over 5 years is better than : 45.86 vs. CLBFX (41.70).
| 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 | 14.206 | 8.207 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 932M | 28,219% |
| Annual Yield % from dividends | 1.86 | 0.72 | 258% |
| Returns for 1 year | 9.14 | 7.61 | 120% |
| Returns for 3 years | 42.41 | 47.11 | 90% |
| Returns for 5 years | 41.70 | 45.86 | 91% |
| Returns for 10 years | 86.89 | 92.76 | 94% |
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