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BALCX vs CBLCX
BALCX vs CBLCX Comparison
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BALCX vs CBLCX Comparison Chart in %
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BALCX vs. CBLCX commentary
Jun 26, 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 CBLCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBLCX (10.3B). BALCX pays higher dividends than CBLCX: BALCX (1.16) vs CBLCX (0.84). BALCX was incepted earlier than CBLCX: BALCX (25 years) vs CBLCX (23 years). CBLCX (1.66) is less costly to investors than BALCX (1.30). CBLCX is a more actively managed with annual turnover of: 160.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CBLCX: BALCX (250) vs CBLCX (2000). BALCX annual gain was more profitable for investors over the last year : 13.77 vs. CBLCX (8.19). BALCX return over 5 years is better than : 30.74 vs. CBLCX (11.38).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.30 | 1.66 | 78% |
| Annual Report Gross Expense Ratio | 1.30 | 1.66 | 78% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 8.660 | 4.217 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.3B | 2,796% |
| Annual Yield % from dividends | 1.16 | 0.84 | 138% |
| Returns for 1 year | 13.77 | 8.19 | 168% |
| Returns for 3 years | 40.61 | 31.26 | 130% |
| Returns for 5 years | 30.74 | 11.38 | 270% |
| Returns for 10 years | 81.43 | 68.93 | 118% |
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