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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
Jun 24, 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 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 (1.78) 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 : 15.81 vs. CBDYX (12.68). BALCX return over 5 years is better than : 31.93 vs. CBDYX (20.11).
| 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 | 9.011 | 6.073 | 148% |
| 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 | 1.78 | 65% |
| Returns for 1 year | 15.81 | 12.68 | 125% |
| Returns for 3 years | 41.11 | 37.16 | 111% |
| Returns for 5 years | 31.93 | 20.11 | 159% |
| Returns for 10 years | 80.43 | 84.01 | 96% |
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