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CLBFX vs SESLX
CLBFX vs SESLX Comparison
Open Charts CLBFX vs SESLX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
1919 Socially Responsive Balanced C
Price$31.41
Change-$0.29 (-0.91%)
VolumeN/A
Net Assets885.45M
CLBFX vs SESLX Comparison Chart
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CLBFX vs. SESLX commentary
Jun 16, 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: 244B vs. SESLX (885M). CLBFX pays higher dividends than SESLX: CLBFX (2.07) vs SESLX (0.03). 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 : 5.44 vs. SESLX (5.05). SESLX return over 5 years is better than : 51.36 vs. CLBFX (41.30).
| 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 | 4.519 | 1.163 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 885M | 27,571% |
| Annual Yield % from dividends | 2.07 | 0.03 | 6,004% |
| Returns for 1 year | 5.44 | 5.05 | 108% |
| Returns for 3 years | 34.29 | 40.98 | 84% |
| Returns for 5 years | 41.30 | 51.36 | 80% |
| Returns for 10 years | 73.68 | 67.09 | 110% |
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