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BALCX vs CBALX
BALCX vs CBALX Comparison
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BALCX vs CBALX Comparison Chart in %
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BALCX vs. CBALX commentary
Aug 03, 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 CBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBALX (10.3B). CBALX pays higher dividends than BALCX: CBALX (1.78) vs BALCX (1.16). BALCX was incepted earlier than CBALX: BALCX (25 years) vs CBALX (35 years). BALCX (1.30) is less costly to investors than CBALX (0.66). CBALX is a more actively managed with annual turnover of: 160.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CBALX: BALCX (250) vs CBALX (2000). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. CBALX (6.94). BALCX return over 5 years is better than : 28.31 vs. CBALX (16.42).
| BALCX | CBALX | BALCX / CBALX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.66 | 197% |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | 7.959 | 6.029 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.3B | 2,796% |
| Annual Yield % from dividends | 1.16 | 1.78 | 65% |
| Returns for 1 year | 10.48 | 6.94 | 151% |
| Returns for 3 years | 35.58 | 32.94 | 108% |
| Returns for 5 years | 28.31 | 16.42 | 172% |
| Returns for 10 years | 73.63 | 74.11 | 99% |
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