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BALCX vs CBLAX
BALCX vs CBLAX Comparison
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BALCX vs CBLAX Comparison Chart in %
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BALCX vs. CBLAX 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 CBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. CBLAX (10.4B). CBLAX pays higher dividends than BALCX: CBLAX (1.54) vs BALCX (1.16). BALCX was incepted earlier than CBLAX: BALCX (25 years) vs CBLAX (24 years). BALCX (1.30) is less costly to investors than CBLAX (0.91). CBLAX is a more actively managed with annual turnover of: 160.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CBLAX: BALCX (250) vs CBLAX (2000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. CBLAX (8.42). BALCX return over 5 years is better than : 29.99 vs. CBLAX (16.79).
| BALCX | CBLAX | BALCX / CBLAX | |
| Total Expense Ratio | 1.30 | 0.91 | 143% |
| Annual Report Gross Expense Ratio | 1.30 | 0.91 | 143% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 9.604 | 7.564 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 10.4B | 2,721% |
| Annual Yield % from dividends | 1.16 | 1.54 | 75% |
| Returns for 1 year | 11.76 | 8.42 | 140% |
| Returns for 3 years | 41.83 | 37.98 | 110% |
| Returns for 5 years | 29.99 | 16.79 | 179% |
| Returns for 10 years | 74.16 | 72.55 | 102% |
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