Interact to see
Advertisement
Advertisement
BALCX vs CBARX
BALCX vs CBARX Comparison
Open Charts BALCX vs CBARX
BALCX vs CBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBARX commentary
Sep 20, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. CBARX (1.46B). CBARX pays higher dividends than BALCX: CBARX (1.53) vs BALCX (1.14). BALCX was incepted earlier than CBARX: BALCX (26 years) vs CBARX (8 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 : 5.12 vs. CBARX (2.17). BALCX return over 5 years is better than : 27.19 vs. CBARX (22.24).
| BALCX | CBARX | BALCX / CBARX | |
| Total Expense Ratio | 1.30 | 0.60 | 217% |
| Annual Report Gross Expense Ratio | 1.30 | 0.60 | 217% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 7.401 | 3.233 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.46B | 19,467% |
| Annual Yield % from dividends | 1.14 | 1.53 | 75% |
| Returns for 1 year | 5.12 | 2.17 | 236% |
| Returns for 3 years | 38.14 | 36.92 | 103% |
| Returns for 5 years | 27.19 | 22.24 | 122% |
| Returns for 10 years | 74.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FBCJX | 291.74 | 2.13 | +0.74% |
| Fidelity Advisor Blue Chip Growth I | |||
| FGDAX | 64.37 | 0.25 | +0.39% |
| Fidelity Advisor Gold A | |||
| PCBKX | 14.14 | -0.03 | -0.21% |
| Victory Pioneer Balanced R6 | |||
| CFIZX | 15.93 | -0.06 | -0.38% |
| Columbia Flexible Capital Income Inst | |||
| WCMOX | 14.33 | -0.06 | -0.42% |
| WCM Focused International Opps Ins | |||