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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced A
Price$32.94
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX 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 SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SSIAX (915M). CLBFX pays higher dividends than SSIAX: CLBFX (1.99) vs SSIAX (0.68). CLBFX was incepted earlier than SSIAX: CLBFX (23 years) vs SSIAX (33 years). SSIAX (0.98) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). CLBFX has a lower initial minimum investment than SSIAX: CLBFX (250) vs SSIAX (1000). SSIAX (8.27) and CLBFX (8.02) have marching annual gain over last year. SSIAX return over 5 years is better than : 57.19 vs. CLBFX (44.49).
| CLBFX | SSIAX | CLBFX / SSIAX | |
| Total Expense Ratio | 0.67 | 0.98 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 0.98 | 68% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.169 | 5.009 | 163% |
| Front Load | N/A | 6% | - |
| 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 | 0.68 | 292% |
| Returns for 1 year | 8.02 | 8.27 | 97% |
| Returns for 3 years | 36.80 | 41.58 | 89% |
| Returns for 5 years | 44.49 | 57.19 | 78% |
| Returns for 10 years | 81.14 | 85.44 | 95% |
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