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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
Sep 13, 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: 285B vs. SCORX (43.2M). BALFX pays higher dividends than SCORX: BALFX (1.76) vs SCORX (1.43). BALFX was incepted earlier than SCORX: BALFX (26 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). SCORX annual gain was more profitable for investors over the last year : 7.25 vs. BALFX (6.65). SCORX (32.38) and BALFX (31.40) have equivalent 5 years return.
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | 0.61 | 0.75 | 81% |
| Annual Report Gross Expense Ratio | 0.61 | 0.84 | 73% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 8.480 | 6.911 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 43.2M | 659,722% |
| Annual Yield % from dividends | 1.76 | 1.43 | 124% |
| Returns for 1 year | 6.65 | 7.25 | 92% |
| Returns for 3 years | 41.33 | 38.03 | 109% |
| Returns for 5 years | 31.40 | 32.38 | 97% |
| Returns for 10 years | 83.89 | 84.23 | 100% |
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