| 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 | 9.011 | 6.263 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 42.6M | 676,056% |
| Annual Yield % from dividends | 1.14 | 1.43 | 80% |
| Returns for 1 year | 11.70 | 12.35 | 95% |
| Returns for 3 years | 39.48 | 37.38 | 106% |
| Returns for 5 years | 30.00 | 31.74 | 94% |
| Returns for 10 years | 74.40 | 81.54 | 91% |