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BALFX vs SCORX
BALFX vs SCORX Comparison
Open Charts BALFX vs SCORX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
BALFX vs SCORX Comparison Chart in %
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BALFX vs. SCORX commentary
Oct 19, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. SCORX (31.1M). BALFX pays higher dividends than SCORX: BALFX (1.72) vs SCORX (1.63). BALFX was incepted earlier than SCORX: BALFX (25 years) vs SCORX (19 years). SCORX (0.74) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). BALFX has a lower initial minimum investment than SCORX: BALFX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 10.87 vs. BALFX (8.67). BALFX return over 5 years is better than : 41.92 vs. SCORX (38.56).
| BALFX | SCORX | BALFX / SCORX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.74 | 82% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 14.603 | 14.906 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 31.1M | 855,305% |
| Annual Yield % from dividends | 1.72 | 1.63 | 106% |
| Returns for 1 year | 8.67 | 10.87 | 80% |
| Returns for 3 years | 50.44 | 45.10 | 112% |
| Returns for 5 years | 41.92 | 38.56 | 109% |
| Returns for 10 years | 75.26 | 71.50 | 105% |
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