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BALFX vs SCORX
BALFX vs SCORX Comparison
Open Charts BALFX vs SCORX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
BALFX vs SCORX Comparison Chart in %
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BALFX vs. SCORX commentary
Aug 17, 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 Buy and SCORX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. SCORX (29.5M). BALFX (1.79) and SCORX (1.72) have matching dividends . BALFX was incepted earlier than SCORX: BALFX (24 years) vs SCORX (18 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 : 9.75 vs. BALFX (7.95). BALFX return over 5 years is better than : 37.91 vs. SCORX (35.27).
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.74 | 82% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.747 | 9.777 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 29.5M | 867,797% |
| Annual Yield % from dividends | 1.79 | 1.72 | 104% |
| Returns for 1 year | 7.95 | 9.75 | 81% |
| Returns for 3 years | 29.46 | 27.93 | 105% |
| Returns for 5 years | 37.91 | 35.27 | 107% |
| Returns for 10 years | 66.08 | 61.53 | 107% |
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