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BALCX vs SCORX
BALCX vs SCORX Comparison
Open Charts BALCX vs SCORX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
BALCX vs SCORX Comparison Chart in %
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BALCX vs. SCORX commentary
Nov 20, 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 BALCX is a Hold and SCORX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. SCORX (30.7M). SCORX pays higher dividends than BALCX: SCORX (1.62) vs BALCX (1.10). BALCX was incepted earlier than SCORX: BALCX (25 years) vs SCORX (19 years). BALCX (1.31) is less costly to investors than SCORX (0.74). BALCX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). BALCX has a lower initial minimum investment than SCORX: BALCX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 9.94 vs. BALCX (8.17). BALCX (34.58) and SCORX (33.49) have equivalent 5 years return.
| BALCX | SCORX | BALCX / SCORX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.334 | 12.311 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 30.7M | 856,678% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 8.17 | 9.94 | 82% |
| Returns for 3 years | 38.17 | 33.39 | 114% |
| Returns for 5 years | 34.58 | 33.49 | 103% |
| Returns for 10 years | 63.59 | 67.49 | 94% |