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CLBFX vs SCORX
CLBFX vs SCORX Comparison
Open Charts CLBFX vs SCORX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CLBFX vs SCORX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and SCORX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. SCORX (29.5M). CLBFX pays higher dividends than SCORX: CLBFX (1.97) vs SCORX (1.72). CLBFX was incepted earlier than SCORX: CLBFX (23 years) vs SCORX (18 years). SCORX (0.74) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). CLBFX has a lower initial minimum investment than SCORX: CLBFX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 9.75 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. SCORX (35.27).
| CLBFX | SCORX | CLBFX / SCORX | |
| Total Expense Ratio | 0.67 | 0.74 | 91% |
| Annual Report Gross Expense Ratio | 0.67 | 0.74 | 91% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.847 | 9.777 | 101% |
| 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 | 1.97 | 1.72 | 115% |
| Returns for 1 year | 8.11 | 9.75 | 83% |
| Returns for 3 years | 31.15 | 27.93 | 112% |
| Returns for 5 years | 40.98 | 35.27 | 116% |
| Returns for 10 years | 82.32 | 61.53 | 134% |
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