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BALCX vs CBARX
BALCX vs CBARX Comparison
Open Charts BALCX vs CBARX
BALCX vs CBARX Comparison Chart in %
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BALCX vs. CBARX commentary
Jun 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 Hold and CBARX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. CBARX (1.49B). CBARX pays higher dividends than BALCX: CBARX (1.51) vs BALCX (1.16). BALCX was incepted earlier than CBARX: BALCX (25 years) vs CBARX (7 years). BALCX (1.30) is less costly to investors than CBARX (0.60). CBARX is a more actively managed with annual turnover of: 164.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CBARX: BALCX (250) vs CBARX (5000000). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. CBARX (11.75). BALCX return over 5 years is better than : 31.27 vs. CBARX (29.53).
| BALCX | CBARX | BALCX / CBARX | |
| Total Expense Ratio | 1.30 | 0.60 | 217% |
| Annual Report Gross Expense Ratio | 1.30 | 0.60 | 217% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.372 | 4.518 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.49B | 18,737% |
| Annual Yield % from dividends | 1.16 | 1.51 | 77% |
| Returns for 1 year | 16.84 | 11.75 | 143% |
| Returns for 3 years | 42.32 | 42.13 | 100% |
| Returns for 5 years | 31.27 | 29.53 | 106% |
| Returns for 10 years | 77.17 | N/A | - |
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