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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced C
Price$32.47
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets914.54M
CLBFX vs SESLX Comparison Chart in %
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CLBFX vs. SESLX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SESLX (915M). CLBFX pays higher dividends than SESLX: CLBFX (1.99) vs SESLX (0.05). CLBFX was incepted earlier than SESLX: CLBFX (23 years) vs SESLX (32 years). SESLX (1.71) 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 : 8.02 vs. SESLX (7.43). SESLX return over 5 years is better than : 51.89 vs. CLBFX (44.49).
| CLBFX | SESLX | CLBFX / SESLX | |
| Total Expense Ratio | 0.67 | 1.71 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.71 | 39% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 8.169 | 4.596 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 915M | 27,541% |
| Annual Yield % from dividends | 1.99 | 0.05 | 3,933% |
| Returns for 1 year | 8.02 | 7.43 | 108% |
| Returns for 3 years | 36.80 | 40.56 | 91% |
| Returns for 5 years | 44.49 | 51.89 | 86% |
| Returns for 10 years | 81.14 | 74.90 | 108% |
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