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BALCX vs CBAIX
BALCX vs CBAIX Comparison
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BALCX vs CBAIX Comparison Chart in %
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BALCX vs. CBAIX commentary
Jul 14, 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 Buy and CBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBAIX (1.47B). CBAIX pays higher dividends than BALCX: CBAIX (1.48) vs BALCX (1.14). BALCX was incepted earlier than CBAIX: BALCX (25 years) vs CBAIX (27 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 : 11.18 vs. CBAIX (7.42). BALCX return over 5 years is better than : 29.01 vs. CBAIX (23.54).
| 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 | 27 years | - |
| Gain YTD | 8.148 | 3.817 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.47B | 19,605% |
| Annual Yield % from dividends | 1.14 | 1.48 | 77% |
| Returns for 1 year | 11.18 | 7.42 | 151% |
| Returns for 3 years | 36.57 | 36.63 | 100% |
| Returns for 5 years | 29.01 | 23.54 | 123% |
| Returns for 10 years | 72.74 | 87.51 | 83% |
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