| 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 | 9.393 | 6.263 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 42.6M | 676,056% |
| Annual Yield % from dividends | 1.75 | 1.43 | 123% |
| Returns for 1 year | 12.52 | 12.35 | 101% |
| Returns for 3 years | 42.50 | 37.38 | 114% |
| Returns for 5 years | 33.96 | 31.74 | 107% |
| Returns for 10 years | 83.07 | 81.54 | 102% |