BALFX
Price
$40.75
Change
-$0.03 (-0.07%)
Updated
Jul 10 closing price
Net Assets
288.09B
SCORX
Price
$19.68
Change
+$0.04 (+0.20%)
Updated
Jul 10 closing price
Net Assets
42.64M
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BALFX vs SCORX

BALFX vs SCORX Comparison Chart in %
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BALFX vs. SCORX commentary
Jul 12, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. SCORX (42.6M). BALFX pays higher dividends than SCORX: BALFX (1.75) vs SCORX (1.43). 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 (12.52) and SCORX (12.35) have marching annual gain over last year. BALFX return over 5 years is better than : 33.96 vs. SCORX (31.74).
BALFXSCORXBALFX / SCORX
Total Expense Ratio0.610.7581%
Annual Report Gross Expense Ratio0.610.8473%
Fund Existence25 years19 years-
Gain YTD9.3936.263150%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B42.6M676,056%
Annual Yield % from dividends1.751.43123%
Returns for 1 year12.5212.35101%
Returns for 3 years42.5037.38114%
Returns for 5 years33.9631.74107%
Returns for 10 years83.0781.54102%
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