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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
1919 Socially Responsive Balanced A
Price$34.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets949.13M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX 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 SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SSIAX (949M). CLBFX pays higher dividends than SSIAX: CLBFX (1.83) vs SSIAX (0.72). 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). CLBFX annual gain was more profitable for investors over the last year : 9.42 vs. SSIAX (7.84). SSIAX return over 5 years is better than : 46.25 vs. CLBFX (42.06).
| 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 | 16.745 | 10.283 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 949M | 28,346% |
| Annual Yield % from dividends | 1.83 | 0.72 | 255% |
| Returns for 1 year | 9.42 | 7.84 | 120% |
| Returns for 3 years | 41.56 | 46.62 | 89% |
| Returns for 5 years | 42.06 | 46.25 | 91% |
| Returns for 10 years | 90.52 | 96.46 | 94% |