| 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 | 7.959 | 5.616 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 42.5M | 677,647% |
| Annual Yield % from dividends | 1.16 | 1.46 | 79% |
| Returns for 1 year | 10.48 | 11.23 | 93% |
| Returns for 3 years | 35.58 | 34.22 | 104% |
| Returns for 5 years | 28.31 | 30.61 | 92% |
| Returns for 10 years | 73.63 | 79.36 | 93% |