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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
Jul 28, 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 CBARX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBARX (1.47B). CBARX pays higher dividends than BALCX: CBARX (1.54) vs BALCX (1.14). 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 : 9.41 vs. CBARX (4.04). BALCX return over 5 years is better than : 27.81 vs. CBARX (21.84).
| 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 | 7.474 | 2.588 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.47B | 19,605% |
| Annual Yield % from dividends | 1.14 | 1.54 | 74% |
| Returns for 1 year | 9.41 | 4.04 | 233% |
| Returns for 3 years | 34.66 | 33.98 | 102% |
| Returns for 5 years | 27.81 | 21.84 | 127% |
| Returns for 10 years | 71.67 | N/A | - |
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