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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
1919 Socially Responsive Balanced A
Price$34.26
Change-$0.17 (-0.49%)
VolumeN/A
Net Assets941.67M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Jan 15, 2026
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 Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. SSIAX (942M). CLBFX pays higher dividends than SSIAX: CLBFX (2.08) vs SSIAX (0.76). 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 (12.00). 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 : 14.42 vs. SSIAX (10.66). SSIAX return over 5 years is better than : 42.51 vs. CLBFX (39.53).
| 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 | 2.357 | 0.293 | 805% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 942M | 28,662% |
| Annual Yield % from dividends | 2.08 | 0.76 | 274% |
| Returns for 1 year | 14.42 | 10.66 | 135% |
| Returns for 3 years | 38.39 | 46.26 | 83% |
| Returns for 5 years | 39.53 | 42.51 | 93% |
| Returns for 10 years | 105.76 | 127.07 | 83% |
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