Interact to see
Advertisement
Advertisement
BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
BALCX vs CBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBAIX commentary
Aug 23, 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 CBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. CBAIX (1.46B). CBAIX pays higher dividends than BALCX: CBAIX (1.48) vs BALCX (1.16). BALCX was incepted earlier than CBAIX: BALCX (25 years) vs CBAIX (28 years). BALCX (1.30) is less costly to investors than CBAIX (0.65). CBAIX is a more actively managed with annual turnover of: 164.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CBAIX: BALCX (250) vs CBAIX (1000000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. CBAIX (6.67). BALCX return over 5 years is better than : 29.99 vs. CBAIX (24.53).
| BALCX | CBAIX | BALCX / CBAIX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 0.65 | 200% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 9.604 | 4.856 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.46B | 19,384% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 11.76 | 6.67 | 176% |
| Returns for 3 years | 41.83 | 40.65 | 103% |
| Returns for 5 years | 29.99 | 24.53 | 122% |
| Returns for 10 years | 74.16 | 87.64 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWWNX | 108.52 | 1.61 | +1.51% |
| American Funds New World 529-F-3 | |||
| TSCHX | 24.24 | 0.21 | +0.87% |
| Nuveen Quant Small Cap Equity I | |||
| NWXQX | 18.11 | 0.09 | +0.50% |
| Nationwide Mid Cap Market Idx Instl Svc | |||
| NQVAX | 74.47 | 0.35 | +0.47% |
| Nuveen Multi Cap Value A | |||
| GGIJX | 13.92 | -0.15 | -1.07% |
| Goldman Sachs Global Infras R6 | |||