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BALCX vs CBDYX
BALCX vs CBDYX Comparison
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BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Aug 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 Buy and CBDYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBDYX (10.3B). CBDYX pays higher dividends than BALCX: CBDYX (1.83) vs BALCX (1.16). BALCX was incepted earlier than CBDYX: BALCX (25 years) vs CBDYX (14 years). BALCX (1.30) is less costly to investors than CBDYX (0.57). CBDYX is a more actively managed with annual turnover of: 160.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CBDYX: BALCX (250) vs CBDYX (1000000). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. CBDYX (7.11). BALCX return over 5 years is better than : 28.31 vs. CBDYX (17.25).
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.30 | 0.57 | 228% |
| Annual Report Gross Expense Ratio | 1.30 | 0.57 | 228% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.959 | 6.091 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.3B | 2,796% |
| Annual Yield % from dividends | 1.16 | 1.83 | 63% |
| Returns for 1 year | 10.48 | 7.11 | 147% |
| Returns for 3 years | 35.58 | 33.45 | 106% |
| Returns for 5 years | 28.31 | 17.25 | 164% |
| Returns for 10 years | 73.63 | 76.21 | 97% |
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