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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$39.42
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
1919 Socially Responsive Balanced C
Price$34.17
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets954.22M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Nov 14, 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: 268B vs. SESLX (954M). CLBFX pays higher dividends than SESLX: CLBFX (1.86) 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 (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 : 10.11 vs. SESLX (8.06). CLBFX (44.32) and SESLX (43.62) 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 | 16.391 | 10.078 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 954M | 28,092% |
| Annual Yield % from dividends | 1.86 | 0.05 | 3,456% |
| Returns for 1 year | 10.11 | 8.06 | 125% |
| Returns for 3 years | 44.93 | 47.01 | 96% |
| Returns for 5 years | 44.32 | 43.62 | 102% |
| Returns for 10 years | 94.43 | 90.19 | 105% |
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