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CLBCX vs SCORX
CLBCX vs SCORX Comparison
Open Charts CLBCX vs SCORX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBCX vs SCORX Comparison Chart in %
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CLBCX vs. SCORX commentary
Aug 18, 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 CLBCX is a Buy and SCORX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. SCORX (29.5M). SCORX pays higher dividends than CLBCX: SCORX (1.72) vs CLBCX (1.12). CLBCX was incepted earlier than SCORX: CLBCX (24 years) vs SCORX (18 years). CLBCX (1.35) is less costly to investors than SCORX (0.74). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). CLBCX has a lower initial minimum investment than SCORX: CLBCX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 9.75 vs. CLBCX (7.14). SCORX (35.27) and CLBCX (34.64) have equivalent 5 years return.
| CLBCX | SCORX | CLBCX / SCORX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.208 | 9.777 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 29.5M | 867,797% |
| Annual Yield % from dividends | 1.12 | 1.72 | 65% |
| Returns for 1 year | 7.14 | 9.75 | 73% |
| Returns for 3 years | 27.58 | 27.93 | 99% |
| Returns for 5 years | 34.64 | 35.27 | 98% |
| Returns for 10 years | 65.77 | 61.53 | 107% |
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