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BALCX vs SCORX
BALCX vs SCORX Comparison
Open Charts BALCX vs SCORX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
BALCX vs SCORX Comparison Chart in %
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BALCX vs. SCORX commentary
Aug 17, 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: 256B vs. SCORX (29.5M). SCORX pays higher dividends than BALCX: SCORX (1.72) vs BALCX (1.18). BALCX was incepted earlier than SCORX: BALCX (24 years) vs SCORX (18 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 : 9.75 vs. BALCX (7.16). SCORX (35.27) and BALCX (33.87) 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 | 24 years | 18 years | - |
| Gain YTD | 9.274 | 9.777 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 29.5M | 867,797% |
| Annual Yield % from dividends | 1.18 | 1.72 | 69% |
| Returns for 1 year | 7.16 | 9.75 | 73% |
| Returns for 3 years | 27.12 | 27.93 | 97% |
| Returns for 5 years | 33.87 | 35.27 | 96% |
| Returns for 10 years | 59.19 | 61.53 | 96% |