Interact to see
Advertisement
Advertisement
CLBCX vs SSIAX
CLBCX vs SSIAX Comparison
Open Charts CLBCX vs SSIAX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
1919 Socially Responsive Balanced A
Price$33.61
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets928.95M
CLBCX vs SSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. SSIAX commentary
Sep 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 CLBCX is a Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. SSIAX (929M). CLBCX pays higher dividends than SSIAX: CLBCX (1.11) vs SSIAX (0.67). CLBCX was incepted earlier than SSIAX: CLBCX (24 years) vs SSIAX (33 years). CLBCX (1.35) is less costly to investors than SSIAX (0.95). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). CLBCX has a lower initial minimum investment than SSIAX: CLBCX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 7.63 vs. CLBCX (6.89). SSIAX return over 5 years is better than : 52.11 vs. CLBCX (40.41).
| CLBCX | SSIAX | CLBCX / SSIAX | |
| Total Expense Ratio | 1.35 | 0.95 | 142% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 12.100 | 7.145 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 929M | 28,202% |
| Annual Yield % from dividends | 1.11 | 0.67 | 165% |
| Returns for 1 year | 6.89 | 7.63 | 90% |
| Returns for 3 years | 48.11 | 52.90 | 91% |
| Returns for 5 years | 40.41 | 52.11 | 78% |
| Returns for 10 years | 80.86 | 100.76 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement