BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
SCORX
Price
$19.56
Change
-$0.05 (-0.25%)
Updated
Jul 31 closing price
Net Assets
42.54M
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BALCX vs SCORX

BALCX vs SCORX Comparison Chart in %
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BALCX vs. SCORX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SCORX (42.5M). 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 : 11.23 vs. BALCX (10.48). SCORX return over 5 years is better than : 30.61 vs. BALCX (28.31).
BALCXSCORXBALCX / SCORX
Total Expense Ratio1.300.75173%
Annual Report Gross Expense Ratio1.300.84155%
Fund Existence25 years19 years-
Gain YTD7.9595.616142%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B42.5M677,647%
Annual Yield % from dividends1.161.4679%
Returns for 1 year10.4811.2393%
Returns for 3 years35.5834.22104%
Returns for 5 years28.3130.6192%
Returns for 10 years73.6379.3693%
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