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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$39.61
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
1919 Socially Responsive Balanced C
Price$34.02
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets947.88M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 271B vs. SESLX (948M). 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 (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 : 9.42 vs. SESLX (7.08). CLBFX (42.06) and SESLX (41.28) 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 | 16.745 | 9.563 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 948M | 28,586% |
| Annual Yield % from dividends | 1.83 | 0.05 | 3,409% |
| Returns for 1 year | 9.42 | 7.08 | 133% |
| Returns for 3 years | 41.56 | 43.48 | 96% |
| Returns for 5 years | 42.06 | 41.28 | 102% |
| Returns for 10 years | 90.52 | 85.09 | 106% |
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