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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
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 CBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBALX (10.4B). CBALX pays higher dividends than BALCX: CBALX (1.78) vs BALCX (1.14). 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 : 11.18 vs. CBALX (9.45). BALCX return over 5 years is better than : 29.01 vs. CBALX (17.57).
| 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 | 8.148 | 6.673 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.4B | 2,769% |
| Annual Yield % from dividends | 1.14 | 1.78 | 64% |
| Returns for 1 year | 11.18 | 9.45 | 118% |
| Returns for 3 years | 36.57 | 34.57 | 106% |
| Returns for 5 years | 29.01 | 17.57 | 165% |
| Returns for 10 years | 72.74 | 75.64 | 96% |
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