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CLBAX vs SSBIX
CLBAX vs SSBIX Comparison
Open Charts CLBAX vs SSBIX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
State Street Balanced Index K
Price$14.62
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets614.17M
CLBAX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. SSBIX (614M). CLBAX pays higher dividends than SSBIX: CLBAX (1.70) vs SSBIX (0.45). 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). SSBIX annual gain was more profitable for investors over the last year : 12.41 vs. CLBAX (9.19).
| 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 | 10.621 | 14.208 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 614M | 43,811% |
| Annual Yield % from dividends | 1.70 | 0.45 | 379% |
| Returns for 1 year | 9.19 | 12.41 | 74% |
| Returns for 3 years | 37.64 | N/A | - |
| Returns for 5 years | 36.41 | N/A | - |
| Returns for 10 years | 85.38 | N/A | - |
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