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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$32.15
Change-$1.22 (-3.66%)
VolumeN/A
Net Assets220.57B
1919 Socially Responsive Balanced A
Price$28.56
Change-$1.07 (-3.61%)
VolumeN/A
Net Assets802.51M
CLBFX vs SSIAX Comparison Chart
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CLBFX vs. SSIAX commentary
Apr 08, 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: 221B vs. SSIAX (803M). CLBFX pays higher dividends than SSIAX: CLBFX (2.14) vs SSIAX (0.68). CLBFX was incepted earlier than SSIAX: CLBFX (23 years) vs SSIAX (32 years). SSIAX (0.98) is less costly to investors than CLBFX (0.68). 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 : -0.31 vs. CLBFX (-1.48). SSIAX return over 5 years is better than : 63.58 vs. CLBFX (43.85).
| CLBFX | SSIAX | CLBFX / SSIAX | |
| Total Expense Ratio | 0.68 | 0.98 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.98 | 69% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -5.694 | -9.125 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 803M | 27,522% |
| Annual Yield % from dividends | 2.14 | 0.68 | 315% |
| Returns for 1 year | -1.48 | -0.31 | 477% |
| Returns for 3 years | 7.86 | 8.83 | 89% |
| Returns for 5 years | 43.85 | 63.58 | 69% |
| Returns for 10 years | 56.96 | 57.49 | 99% |
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