Interact to see
Advertisement
Advertisement
CLBCX vs SESLX
CLBCX vs SESLX Comparison
Open Charts CLBCX vs SESLX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
1919 Socially Responsive Balanced C
Price$33.09
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets931.47M
CLBCX vs SESLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. SESLX commentary
Sep 28, 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 CLBCX is a Hold and SESLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. SESLX (931M). CLBCX pays higher dividends than SESLX: CLBCX (1.11) vs SESLX (0.05). CLBCX was incepted earlier than SESLX: CLBCX (24 years) vs SESLX (32 years). SESLX (1.68) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SESLX (10.00). CLBCX has a lower initial minimum investment than SESLX: CLBCX (250) vs SESLX (1000). CLBCX (7.19) and SESLX (6.87) have marching annual gain over last year. SESLX return over 5 years is better than : 47.03 vs. CLBCX (40.81).
| CLBCX | SESLX | CLBCX / SESLX | |
| Total Expense Ratio | 1.35 | 1.68 | 80% |
| Annual Report Gross Expense Ratio | 1.35 | 1.68 | 80% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 12.421 | 6.593 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 931M | 28,249% |
| Annual Yield % from dividends | 1.11 | 0.05 | 2,221% |
| Returns for 1 year | 7.19 | 6.87 | 105% |
| Returns for 3 years | 48.53 | 49.82 | 97% |
| Returns for 5 years | 40.81 | 47.03 | 87% |
| Returns for 10 years | 81.37 | 89.43 | 91% |