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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
1919 Socially Responsive Balanced A
Price$33.61
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets928.95M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Sep 27, 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 Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. SSIAX (929M). CLBFX pays higher dividends than SSIAX: CLBFX (1.94) vs SSIAX (0.67). 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 (7.63) and CLBFX (7.62) have marching annual gain over last year. SSIAX return over 5 years is better than : 52.11 vs. CLBFX (46.68).
| 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 | 12.614 | 7.145 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 929M | 28,202% |
| Annual Yield % from dividends | 1.94 | 0.67 | 289% |
| Returns for 1 year | 7.62 | 7.63 | 100% |
| Returns for 3 years | 51.90 | 52.90 | 98% |
| Returns for 5 years | 46.68 | 52.11 | 90% |
| Returns for 10 years | 98.38 | 100.76 | 98% |
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