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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
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 CBDYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBDYX (10.4B). CBDYX pays higher dividends than BALCX: CBDYX (1.83) vs BALCX (1.14). 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 : 11.18 vs. CBDYX (9.60). BALCX return over 5 years is better than : 29.01 vs. CBDYX (18.39).
| 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 | 8.148 | 6.725 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.4B | 2,769% |
| Annual Yield % from dividends | 1.14 | 1.83 | 62% |
| Returns for 1 year | 11.18 | 9.60 | 116% |
| Returns for 3 years | 36.57 | 35.09 | 104% |
| Returns for 5 years | 29.01 | 18.39 | 158% |
| Returns for 10 years | 72.74 | 77.69 | 94% |
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