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BALFX vs SCORX
BALFX vs SCORX Comparison
Open Charts BALFX vs SCORX
American Funds American Balanced F1
Price$35.05
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
BALFX vs SCORX Comparison Chart
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BALFX vs. SCORX commentary
Dec 18, 2024
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 BALFX is a Hold and SCORX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 230B vs. SCORX (26.8M). BALFX pays higher dividends than SCORX: BALFX (2.21) vs SCORX (1.53). BALFX was incepted earlier than SCORX: BALFX (24 years) vs SCORX (18 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. SCORX (13.00). BALFX has a lower initial minimum investment than SCORX: BALFX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 13.28 vs. BALFX (12.54). BALFX (32.57) and SCORX (31.60) have equivalent 5 years return.
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 11.522 | 12.186 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 26.8M | 858,209% |
| Annual Yield % from dividends | 2.21 | 1.53 | 144% |
| Returns for 1 year | 12.54 | 13.28 | 94% |
| Returns for 3 years | 11.70 | 11.90 | 98% |
| Returns for 5 years | 32.57 | 31.60 | 103% |
| Returns for 10 years | 46.34 | 48.87 | 95% |
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