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RLBFX vs SCORX
RLBFX vs SCORX Comparison
Open Charts RLBFX vs SCORX
American Funds American Balanced R5
Price$33.92
Change-$0.22 (-0.64%)
VolumeN/A
Net Assets233.53B
RLBFX vs SCORX Comparison Chart
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RLBFX vs. SCORX commentary
Mar 14, 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 RLBFX is a Buy and SCORX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. SCORX (26M). RLBFX pays higher dividends than SCORX: RLBFX (2.19) vs SCORX (1.82). RLBFX was incepted earlier than SCORX: RLBFX (23 years) vs SCORX (18 years). SCORX (0.81) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SCORX (17.00). RLBFX has a lower initial minimum investment than SCORX: RLBFX (250) vs SCORX (1000). RLBFX annual gain was more profitable for investors over the last year : 4.33 vs. SCORX (3.93). RLBFX return over 5 years is better than : 44.75 vs. SCORX (40.04).
| RLBFX | SCORX | RLBFX / SCORX | |
| Total Expense Ratio | 0.30 | 0.81 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.81 | 37% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -0.347 | -0.724 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 26M | 900,000% |
| Annual Yield % from dividends | 2.19 | 1.82 | 120% |
| Returns for 1 year | 4.33 | 3.93 | 110% |
| Returns for 3 years | 16.09 | 13.63 | 118% |
| Returns for 5 years | 44.75 | 40.04 | 112% |
| Returns for 10 years | 54.64 | 44.17 | 124% |
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