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BALFX vs SCORX
BALFX vs SCORX Comparison
Open Charts BALFX vs SCORX
BALFX vs SCORX Comparison Chart in %
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BALFX vs. SCORX commentary
Aug 23, 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 Hold and SCORX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. SCORX (43.9M). 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). SCORX (13.12) and BALFX (12.57) have marching annual gain over last year. SCORX (34.18) and BALFX (33.93) 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 | 25 years | 19 years | - |
| Gain YTD | 10.064 | 8.909 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 43.9M | 644,647% |
| Annual Yield % from dividends | 1.78 | 1.46 | 122% |
| Returns for 1 year | 12.57 | 13.12 | 96% |
| Returns for 3 years | 44.90 | 41.83 | 107% |
| Returns for 5 years | 33.93 | 34.18 | 99% |
| Returns for 10 years | 82.80 | 83.24 | 99% |
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