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BALCX vs SCORX
BALCX vs SCORX Comparison
Open Charts BALCX vs SCORX
American Funds American Balanced C
Price$33.61
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
BALCX vs SCORX Comparison Chart
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BALCX 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 BALCX is a Buy and SCORX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. SCORX (26M). SCORX pays higher dividends than BALCX: SCORX (1.82) vs BALCX (1.26). BALCX was incepted earlier than SCORX: BALCX (24 years) vs SCORX (18 years). BALCX (1.32) is less costly to investors than SCORX (0.81). BALCX is a more actively managed with annual turnover of: 171.00 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 : 3.93 vs. BALCX (3.23). SCORX (40.04) and BALCX (38.64) have equivalent 5 years return.
| BALCX | SCORX | BALCX / SCORX | |
| Total Expense Ratio | 1.32 | 0.81 | 163% |
| Annual Report Gross Expense Ratio | 1.32 | 0.81 | 163% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -0.514 | -0.724 | 71% |
| 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 | 1.26 | 1.82 | 69% |
| Returns for 1 year | 3.23 | 3.93 | 82% |
| Returns for 3 years | 13.50 | 13.63 | 99% |
| Returns for 5 years | 38.64 | 40.04 | 97% |
| Returns for 10 years | 45.88 | 44.17 | 104% |
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