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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
1919 Socially Responsive Balanced C
Price$33.30
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets927.62M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. SESLX (928M). CLBFX pays higher dividends than SESLX: CLBFX (2.03) 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 : 11.50 vs. SESLX (6.22). CLBFX return over 5 years is better than : 38.44 vs. SESLX (32.67).
| 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 | 2.464 | -1.099 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 928M | 29,095% |
| Annual Yield % from dividends | 2.03 | 0.05 | 3,737% |
| Returns for 1 year | 11.50 | 6.22 | 185% |
| Returns for 3 years | 37.33 | 37.31 | 100% |
| Returns for 5 years | 38.44 | 32.67 | 118% |
| Returns for 10 years | 104.71 | 111.13 | 94% |