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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
1919 Socially Responsive Balanced C
Price$33.33
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets934.8M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Oct 21, 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 Buy and SESLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. SESLX (935M). CLBFX pays higher dividends than SESLX: CLBFX (1.89) vs SESLX (0.06). 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 : 8.84 vs. SESLX (6.79). CLBFX return over 5 years is better than : 45.11 vs. SESLX (41.21).
| 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 | 14.767 | 7.372 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 935M | 28,449% |
| Annual Yield % from dividends | 1.89 | 0.06 | 3,431% |
| Returns for 1 year | 8.84 | 6.79 | 130% |
| Returns for 3 years | 52.03 | 49.36 | 105% |
| Returns for 5 years | 45.11 | 41.21 | 109% |
| Returns for 10 years | 91.64 | 83.18 | 110% |
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