BALFX
Price
$38.37
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
SCORX
Price
$18.94
Change
-$0.09 (-0.47%)
Updated
Oct 9 closing price
Net Assets
32.6M
Interact to see
Advertisement

BALFX vs SCORX

Header iconBALFX vs SCORX Comparison
Open Charts BALFX vs SCORXBanner chart's image
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Saturna Core
Price$18.94
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets32.6M
BALFX vs SCORX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX 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 BALFX is a Hold and SCORX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. SCORX (32.6M). BALFX pays higher dividends than SCORX: BALFX (1.86) vs SCORX (1.50). 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 : 14.92 vs. BALFX (11.33). BALFX (35.49) and SCORX (35.24) have equivalent 5 years return.
BALFXSCORXBALFX / SCORX
Total Expense Ratio0.610.7482%
Annual Report Gross Expense Ratio0.610.7482%
Fund Existence25 years19 years-
Gain YTD2.4573.13278%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets270B32.6M828,221%
Annual Yield % from dividends1.861.50124%
Returns for 1 year11.3314.9276%
Returns for 3 years36.6936.41101%
Returns for 5 years35.4935.24101%
Returns for 10 years87.9894.1393%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IEZ26.170.61
+2.39%
iShares US Oil Equipment & Services ETF
VTWV174.161.36
+0.79%
Vanguard Russell 2000 Value ETF
IBHK25.93-0.02
-0.10%
iShares iBonds 2031 Ter Hi Yld AndIncETF
VUG473.45-9.37
-1.94%
Vanguard Growth ETF
IWFL53.58-2.02
-3.64%
ETRACS 2x Leveraged US Gr Fctr TR ETN