BALCX
Price
$40.42
Change
-$0.03 (-0.07%)
Updated
Jul 10 closing price
Net Assets
288.09B
SCORX
Price
$19.68
Change
+$0.04 (+0.20%)
Updated
Jul 10 closing price
Net Assets
42.64M
Interact to see
Advertisement

BALCX vs SCORX

BALCX vs SCORX Comparison Chart in %
View a ticker or compare two or three
VS
BALCX vs. SCORX commentary
Jul 12, 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 Buy and SCORX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SCORX (42.6M). SCORX pays higher dividends than BALCX: SCORX (1.43) vs BALCX (1.14). 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 : 12.35 vs. BALCX (11.70). SCORX return over 5 years is better than : 31.74 vs. BALCX (30.00).
BALCXSCORXBALCX / SCORX
Total Expense Ratio1.300.75173%
Annual Report Gross Expense Ratio1.300.84155%
Fund Existence25 years19 years-
Gain YTD9.0116.263144%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B42.6M676,056%
Annual Yield % from dividends1.141.4380%
Returns for 1 year11.7012.3595%
Returns for 3 years39.4837.38106%
Returns for 5 years30.0031.7494%
Returns for 10 years74.4081.5491%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RLAIX24.270.51
+2.15%
T. Rowe Price Latin America I
RGECX11.850.06
+0.51%
Russell Inv Global Equity C
SCJKX8.070.03
+0.37%
Steward Covered Call Income R6
PLARX12.740.04
+0.31%
Principal SmallCap Value II R5
TEIHX52.360.16
+0.31%
Nuveen Equity Index I