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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
1919 Socially Responsive Balanced A
Price$33.81
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets931.64M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. SSIAX (932M). CLBFX pays higher dividends than SSIAX: CLBFX (1.89) vs SSIAX (0.74). 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 : 8.84 vs. SSIAX (7.56). SSIAX (46.12) and CLBFX (45.11) have equivalent 5 years return.
| 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 | 14.767 | 7.983 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 932M | 28,433% |
| Annual Yield % from dividends | 1.89 | 0.74 | 256% |
| Returns for 1 year | 8.84 | 7.56 | 117% |
| Returns for 3 years | 52.03 | 52.60 | 99% |
| Returns for 5 years | 45.11 | 46.12 | 98% |
| Returns for 10 years | 91.64 | 94.49 | 97% |
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