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BALCX vs SCORX
BALCX vs SCORX Comparison
Open Charts BALCX vs SCORX
American Funds American Balanced C
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
BALCX vs SCORX Comparison Chart
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BALCX vs. SCORX commentary
Dec 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 230B vs. SCORX (26.8M). BALCX (1.59) and SCORX (1.53) have matching dividends . BALCX was incepted earlier than SCORX: BALCX (24 years) vs SCORX (18 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. SCORX (13.00). 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 : 13.28 vs. BALCX (11.89). SCORX return over 5 years is better than : 31.60 vs. BALCX (28.93).
| BALCX | SCORX | BALCX / SCORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.937 | 12.186 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 26.8M | 858,209% |
| Annual Yield % from dividends | 1.59 | 1.53 | 103% |
| Returns for 1 year | 11.89 | 13.28 | 90% |
| Returns for 3 years | 10.17 | 11.90 | 86% |
| Returns for 5 years | 28.93 | 31.60 | 92% |
| Returns for 10 years | 40.96 | 48.87 | 84% |
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