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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
1919 Socially Responsive Balanced A
Price$31.91
Change-$0.36 (-1.12%)
VolumeN/A
Net Assets898.73M
CLBFX vs SSIAX Comparison Chart
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CLBFX vs. SSIAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. SSIAX (899M). CLBFX pays higher dividends than SSIAX: CLBFX (2.39) vs SSIAX (0.50). CLBFX was incepted earlier than SSIAX: CLBFX (22 years) vs SSIAX (32 years). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 11.90 vs. CLBFX (9.36). SSIAX return over 5 years is better than : 52.00 vs. CLBFX (32.87).
| CLBFX | SSIAX | CLBFX / SSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 2.894 | 1.269 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 899M | 26,919% |
| Annual Yield % from dividends | 2.39 | 0.50 | 475% |
| Returns for 1 year | 9.36 | 11.90 | 79% |
| Returns for 3 years | 19.64 | 24.80 | 79% |
| Returns for 5 years | 32.87 | 52.00 | 63% |
| Returns for 10 years | 68.67 | 73.84 | 93% |
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