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BALFX vs SCORX
BALFX vs SCORX Comparison
Open Charts BALFX vs SCORX
American Funds American Balanced F1
Price$33.84
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
BALFX vs SCORX Comparison Chart
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BALFX vs. SCORX commentary
Mar 14, 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: 234B vs. SCORX (26M). BALFX (1.90) and SCORX (1.82) have matching dividends . BALFX was incepted earlier than SCORX: BALFX (24 years) vs SCORX (18 years). SCORX (0.81) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. SCORX (17.00). BALFX has a lower initial minimum investment than SCORX: BALFX (250) vs SCORX (1000). BALFX (3.98) and SCORX (3.93) have marching annual gain over last year. BALFX return over 5 years is better than : 42.79 vs. SCORX (40.04).
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | 0.62 | 0.81 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.81 | 77% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -0.400 | -0.724 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 26M | 900,000% |
| Annual Yield % from dividends | 1.90 | 1.82 | 104% |
| Returns for 1 year | 3.98 | 3.93 | 101% |
| Returns for 3 years | 15.27 | 13.63 | 112% |
| Returns for 5 years | 42.79 | 40.04 | 107% |
| Returns for 10 years | 51.82 | 44.17 | 117% |
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