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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
1919 Socially Responsive Balanced C
Price$33.96
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets946.8M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Dec 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 CLBFX is a StrongBuy and SESLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SESLX (947M). CLBFX pays higher dividends than SESLX: CLBFX (1.83) vs SESLX (0.05). CLBFX was incepted earlier than SESLX: CLBFX (23 years) vs SESLX (33 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 (12.00). 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 : 9.21 vs. SESLX (7.50). SESLX (38.77) and CLBFX (37.57) 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 | 33 years | - |
| Gain YTD | 10.840 | 9.402 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 947M | 28,405% |
| Annual Yield % from dividends | 1.83 | 0.05 | 3,409% |
| Returns for 1 year | 9.21 | 7.50 | 123% |
| Returns for 3 years | 38.59 | 49.64 | 78% |
| Returns for 5 years | 37.57 | 38.77 | 97% |
| Returns for 10 years | 88.41 | 100.01 | 88% |
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