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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
1919 Socially Responsive Balanced A
Price$33.12
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Aug 17, 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: 256B vs. SSIAX (923M). CLBFX pays higher dividends than SSIAX: CLBFX (1.97) vs SSIAX (0.68). CLBFX was incepted earlier than SSIAX: CLBFX (23 years) vs SSIAX (33 years). SSIAX (0.95) 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 (8.33) and CLBFX (8.11) have marching annual gain over last year. SSIAX return over 5 years is better than : 48.57 vs. CLBFX (40.98).
| CLBFX | SSIAX | CLBFX / SSIAX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.95 | 71% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.847 | 5.583 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 923M | 27,736% |
| Annual Yield % from dividends | 1.97 | 0.68 | 290% |
| Returns for 1 year | 8.11 | 8.33 | 97% |
| Returns for 3 years | 31.15 | 31.49 | 99% |
| Returns for 5 years | 40.98 | 48.57 | 84% |
| Returns for 10 years | 82.32 | 84.06 | 98% |
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