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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SCORX (43.2M). SCORX pays higher dividends than BALCX: SCORX (1.43) vs BALCX (1.14). BALCX was incepted earlier than SCORX: BALCX (26 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 : 7.25 vs. BALCX (5.86). SCORX return over 5 years is better than : 32.38 vs. BALCX (27.49).
| BALCX | SCORX | BALCX / SCORX | |
| Total Expense Ratio | 1.30 | 0.75 | 173% |
| Annual Report Gross Expense Ratio | 1.30 | 0.84 | 155% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 7.959 | 6.911 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 43.2M | 659,722% |
| Annual Yield % from dividends | 1.14 | 1.43 | 80% |
| Returns for 1 year | 5.86 | 7.25 | 81% |
| Returns for 3 years | 38.31 | 38.03 | 101% |
| Returns for 5 years | 27.49 | 32.38 | 85% |
| Returns for 10 years | 75.19 | 84.23 | 89% |
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