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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
Jun 21, 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: 288B vs. SCORX (43.5M). BALFX pays higher dividends than SCORX: BALFX (1.75) vs SCORX (1.42). 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 (17.50) and BALFX (16.91) have marching annual gain over last year. BALFX (37.62) and SCORX (36.93) 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 | 9.715 | 7.883 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 43.5M | 662,069% |
| Annual Yield % from dividends | 1.75 | 1.42 | 123% |
| Returns for 1 year | 16.91 | 17.50 | 97% |
| Returns for 3 years | 37.45 | 34.56 | 108% |
| Returns for 5 years | 37.62 | 36.93 | 102% |
| Returns for 10 years | 87.82 | 88.34 | 99% |
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