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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. CBLAX (10.5B). CBLAX pays higher dividends than BALCX: CBLAX (1.51) 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 : 16.84 vs. CBLAX (14.01). BALCX return over 5 years is better than : 31.27 vs. CBLAX (19.50).
| 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 | 9.372 | 6.663 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 10.5B | 2,657% |
| Annual Yield % from dividends | 1.16 | 1.51 | 77% |
| Returns for 1 year | 16.84 | 14.01 | 120% |
| Returns for 3 years | 42.32 | 38.17 | 111% |
| Returns for 5 years | 31.27 | 19.50 | 160% |
| Returns for 10 years | 77.17 | 76.33 | 101% |
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