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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs SESLX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and SESLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. SESLX (931M). CLBFX pays higher dividends than SESLX: CLBFX (1.94) vs SESLX (0.05). CLBFX was incepted earlier than SESLX: CLBFX (23 years) vs SESLX (32 years). SESLX (1.68) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SESLX (10.00). CLBFX has a lower initial minimum investment than SESLX: CLBFX (250) vs SESLX (1000). CLBFX annual gain was more profitable for investors over the last year : 7.93 vs. SESLX (6.87). CLBFX (47.10) and SESLX (47.03) have equivalent 5 years return.
| CLBFX | SESLX | CLBFX / SESLX | |
| Total Expense Ratio | 0.67 | 1.68 | 40% |
| Annual Report Gross Expense Ratio | 0.67 | 1.68 | 40% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 12.937 | 6.593 | 196% |
| 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 | 1.94 | 0.05 | 3,898% |
| Returns for 1 year | 7.93 | 6.87 | 115% |
| Returns for 3 years | 52.34 | 49.82 | 105% |
| Returns for 5 years | 47.10 | 47.03 | 100% |
| Returns for 10 years | 98.95 | 89.43 | 111% |
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