Interact to see
Advertisement
Advertisement
BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
BALCX vs CBDYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBDYX commentary
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. CBDYX (10.4B). 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 : 11.76 vs. CBDYX (8.83). BALCX return over 5 years is better than : 29.99 vs. CBDYX (19.01).
| 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 | 9.604 | 7.795 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 10.4B | 2,721% |
| Annual Yield % from dividends | 1.16 | 1.83 | 63% |
| Returns for 1 year | 11.76 | 8.83 | 133% |
| Returns for 3 years | 41.83 | 39.48 | 106% |
| Returns for 5 years | 29.99 | 19.01 | 158% |
| Returns for 10 years | 74.16 | 77.06 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers