CLBFX
Price
$39.30
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
SSIAX
Price
$34.26
Change
+$0.15 (+0.44%)
Updated
Oct 24 closing price
Net Assets
945.59M
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CLBFX vs SSIAX

Header iconCLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAXBanner chart's image
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
1919 Socially Responsive Balanced A
Price$34.26
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets945.59M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Oct 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. SSIAX (946M). CLBFX pays higher dividends than SSIAX: CLBFX (1.89) vs SSIAX (0.74). 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 : 11.14 vs. SSIAX (10.03). SSIAX (48.95) and CLBFX (47.42) have equivalent 5 years return.
CLBFXSSIAXCLBFX / SSIAX
Total Expense Ratio0.670.9571%
Annual Report Gross Expense Ratio0.670.9571%
Fund Existence23 years33 years-
Gain YTD16.0379.420170%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets268B946M28,330%
Annual Yield % from dividends1.890.74256%
Returns for 1 year11.1410.03111%
Returns for 3 years50.3451.4198%
Returns for 5 years47.4248.9597%
Returns for 10 years90.9695.0396%
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