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CLBAX vs SSBIX
CLBAX vs SSBIX Comparison
Open Charts CLBAX vs SSBIX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
State Street Balanced Index K
Price$14.16
Change-$0.16 (-1.12%)
VolumeN/A
Net Assets608.16M
CLBAX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. SSBIX (608M). SSBIX pays higher dividends than CLBAX: SSBIX (2.10) vs CLBAX (1.89). CLBAX was incepted earlier than SSBIX: CLBAX (24 years) vs SSBIX (2 years). CLBAX (0.58) is less costly to investors than SSBIX (0.30). CLBAX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than CLBAX: SSBIX (0) vs CLBAX (250). CLBAX (11.35) and SSBIX (11.13) have marching annual gain over last year.
| CLBAX | SSBIX | CLBAX / SSBIX | |
| Total Expense Ratio | 0.58 | 0.05 | 1,160% |
| Annual Report Gross Expense Ratio | 0.58 | 0.30 | 193% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 2.460 | 0.855 | 288% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 608M | 44,408% |
| Annual Yield % from dividends | 1.89 | 2.10 | 90% |
| Returns for 1 year | 11.35 | 11.13 | 102% |
| Returns for 3 years | 36.75 | N/A | - |
| Returns for 5 years | 37.40 | N/A | - |
| Returns for 10 years | 100.85 | N/A | - |
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