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BALFX vs SCORX
BALFX vs SCORX Comparison
Open Charts BALFX vs SCORX
American Funds American Balanced F1
Price$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
BALFX vs SCORX Comparison Chart in %
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BALFX vs. SCORX commentary
Sep 30, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. SCORX (30.4M). BALFX (1.77) and SCORX (1.68) have matching dividends . BALFX was incepted earlier than SCORX: BALFX (25 years) vs SCORX (19 years). SCORX (0.74) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). 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 : 9.26 vs. BALFX (8.08). BALFX return over 5 years is better than : 44.31 vs. SCORX (40.50).
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.74 | 82% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.133 | 12.975 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 30.4M | 865,132% |
| Annual Yield % from dividends | 1.77 | 1.68 | 105% |
| Returns for 1 year | 8.08 | 9.26 | 87% |
| Returns for 3 years | 51.22 | 45.41 | 113% |
| Returns for 5 years | 44.31 | 40.50 | 109% |
| Returns for 10 years | 82.52 | 76.34 | 108% |
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