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CLBFX vs SSIAX
CLBFX vs SSIAX Comparison
Open Charts CLBFX vs SSIAX
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
1919 Socially Responsive Balanced A
Price$33.80
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets927.62M
CLBFX vs SSIAX Comparison Chart in %
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CLBFX vs. SSIAX commentary
Feb 05, 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 (928M). CLBFX pays higher dividends than SSIAX: CLBFX (2.03) 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 : 11.50 vs. SSIAX (7.01). CLBFX (38.44) and SSIAX (37.35) 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 | 2.464 | -1.054 | -234% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 928M | 29,095% |
| Annual Yield % from dividends | 2.03 | 0.76 | 266% |
| Returns for 1 year | 11.50 | 7.01 | 164% |
| Returns for 3 years | 37.33 | 40.31 | 93% |
| Returns for 5 years | 38.44 | 37.35 | 103% |
| Returns for 10 years | 104.71 | 124.73 | 84% |
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