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CLBCX vs SCORX
CLBCX vs SCORX Comparison
Open Charts CLBCX vs SCORX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBCX vs SCORX Comparison Chart in %
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CLBCX vs. SCORX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. SCORX (29.9M). SCORX pays higher dividends than CLBCX: SCORX (1.68) vs CLBCX (1.11). 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 : 12.24 vs. CLBCX (10.90). CLBCX (37.22) and SCORX (36.39) 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 | 11.223 | 11.467 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 29.9M | 866,221% |
| Annual Yield % from dividends | 1.11 | 1.68 | 66% |
| Returns for 1 year | 10.90 | 12.24 | 89% |
| Returns for 3 years | 35.13 | 34.40 | 102% |
| Returns for 5 years | 37.22 | 36.39 | 102% |
| Returns for 10 years | 76.01 | 70.38 | 108% |
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