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BALFX vs SCORX
BALFX vs SCORX Comparison
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BALFX vs SCORX Comparison Chart in %
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BALFX vs. SCORX commentary
Aug 03, 2026
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: 288B vs. SCORX (42.5M). BALFX pays higher dividends than SCORX: BALFX (1.78) vs SCORX (1.46). BALFX was incepted earlier than SCORX: BALFX (25 years) vs SCORX (19 years). SCORX (0.84) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. SCORX (16.00). BALFX has a lower initial minimum investment than SCORX: BALFX (250) vs SCORX (1000). BALFX (11.29) and SCORX (11.23) have marching annual gain over last year. BALFX return over 5 years is better than : 32.23 vs. SCORX (30.61).
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | 0.61 | 0.75 | 81% |
| Annual Report Gross Expense Ratio | 0.61 | 0.84 | 73% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.372 | 5.616 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 42.5M | 677,647% |
| Annual Yield % from dividends | 1.78 | 1.46 | 122% |
| Returns for 1 year | 11.29 | 11.23 | 101% |
| Returns for 3 years | 38.49 | 34.22 | 112% |
| Returns for 5 years | 32.23 | 30.61 | 105% |
| Returns for 10 years | 82.24 | 79.36 | 104% |
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