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CLBFX vs USCRX
CLBFX vs USCRX Comparison
Open Charts CLBFX vs USCRX
American Funds American Balanced 529F
Price$35.41
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.02B
Victory Cornerstone Moderately Agrsv
Price$27.23
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.69B
CLBFX vs USCRX Comparison Chart
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CLBFX vs. USCRX commentary
Jun 03, 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 USCRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. USCRX (2.69B). USCRX pays higher dividends than CLBFX: USCRX (2.49) vs CLBFX (2.07). CLBFX was incepted earlier than USCRX: CLBFX (23 years) vs USCRX (41 years). USCRX (1.17) is less costly to investors than CLBFX (0.67). USCRX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than USCRX: CLBFX (250) vs USCRX (500). CLBFX annual gain was more profitable for investors over the last year : 7.60 vs. USCRX (2.69). CLBFX return over 5 years is better than : 38.28 vs. USCRX (19.32).
| CLBFX | USCRX | CLBFX / USCRX | |
| Total Expense Ratio | 0.67 | 1.09 | 61% |
| Annual Report Gross Expense Ratio | 0.67 | 1.17 | 57% |
| Fund Existence | 23 years | 41 years | - |
| Gain YTD | 3.868 | 4.226 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.69B | 8,946% |
| Annual Yield % from dividends | 2.07 | 2.49 | 83% |
| Returns for 1 year | 7.60 | 2.69 | 282% |
| Returns for 3 years | 23.86 | 11.94 | 200% |
| Returns for 5 years | 38.28 | 19.32 | 198% |
| Returns for 10 years | 73.22 | 21.71 | 337% |
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