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BALCX vs SCORX
BALCX vs SCORX Comparison
Open Charts BALCX vs SCORX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
BALCX vs SCORX Comparison Chart in %
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BALCX vs. SCORX commentary
Feb 05, 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 BALCX is a Hold and SCORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SCORX (32.6M). SCORX pays higher dividends than BALCX: SCORX (1.50) vs BALCX (1.25). BALCX was incepted earlier than SCORX: BALCX (25 years) vs SCORX (19 years). BALCX (1.31) is less costly to investors than SCORX (0.74). BALCX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). BALCX has a lower initial minimum investment than SCORX: BALCX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 14.92 vs. BALCX (10.51). SCORX return over 5 years is better than : 35.24 vs. BALCX (31.49).
| BALCX | SCORX | BALCX / SCORX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.396 | 3.132 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.6M | 828,221% |
| Annual Yield % from dividends | 1.25 | 1.50 | 83% |
| Returns for 1 year | 10.51 | 14.92 | 70% |
| Returns for 3 years | 33.72 | 36.41 | 93% |
| Returns for 5 years | 31.49 | 35.24 | 89% |
| Returns for 10 years | 79.52 | 94.13 | 84% |
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