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BALCX vs SCORX
BALCX vs SCORX Comparison
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BALCX vs SCORX Comparison Chart in %
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BALCX vs. SCORX commentary
Aug 23, 2026
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: 283B vs. SCORX (43.9M). SCORX pays higher dividends than BALCX: SCORX (1.46) vs BALCX (1.16). BALCX was incepted earlier than SCORX: BALCX (25 years) vs SCORX (19 years). BALCX (1.30) is less costly to investors than SCORX (0.84). BALCX is a more actively managed with annual turnover of: 50.00 vs. SCORX (16.00). 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 : 13.12 vs. BALCX (11.76). SCORX return over 5 years is better than : 34.18 vs. BALCX (29.99).
| BALCX | SCORX | BALCX / SCORX | |
| Total Expense Ratio | 1.30 | 0.75 | 173% |
| Annual Report Gross Expense Ratio | 1.30 | 0.84 | 155% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 9.604 | 8.909 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 43.9M | 644,647% |
| Annual Yield % from dividends | 1.16 | 1.46 | 79% |
| Returns for 1 year | 11.76 | 13.12 | 90% |
| Returns for 3 years | 41.83 | 41.83 | 100% |
| Returns for 5 years | 29.99 | 34.18 | 88% |
| Returns for 10 years | 74.16 | 83.24 | 89% |
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