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CLBFX vs SCORX
CLBFX vs SCORX Comparison
Open Charts CLBFX vs SCORX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
CLBFX vs SCORX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and SCORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. SCORX (29.9M). CLBFX pays higher dividends than SCORX: CLBFX (1.94) vs SCORX (1.68). 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 (12.24) and CLBFX (11.92) have marching annual gain over last year. CLBFX return over 5 years is better than : 43.66 vs. SCORX (36.39).
| 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 | 11.937 | 11.467 | 104% |
| 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 | 1.94 | 1.68 | 115% |
| Returns for 1 year | 11.92 | 12.24 | 97% |
| Returns for 3 years | 38.90 | 34.40 | 113% |
| Returns for 5 years | 43.66 | 36.39 | 120% |
| Returns for 10 years | 93.51 | 70.38 | 133% |
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