Interact to see
Advertisement
Advertisement
BALCX vs CBALX
BALCX vs CBALX Comparison
Open Charts BALCX vs CBALX
BALCX vs CBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBALX commentary
Sep 12, 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: 285B vs. CBALX (10.3B). CBALX pays higher dividends than BALCX: CBALX (1.75) vs BALCX (1.14). BALCX was incepted earlier than CBALX: BALCX (26 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 : 5.86 vs. CBALX (4.96). BALCX return over 5 years is better than : 27.49 vs. CBALX (16.75).
| BALCX | CBALX | BALCX / CBALX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.66 | 197% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | 7.959 | 6.562 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 10.3B | 2,767% |
| Annual Yield % from dividends | 1.14 | 1.75 | 65% |
| Returns for 1 year | 5.86 | 4.96 | 118% |
| Returns for 3 years | 38.31 | 35.47 | 108% |
| Returns for 5 years | 27.49 | 16.75 | 164% |
| Returns for 10 years | 75.19 | 76.36 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers