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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 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 CBLCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. CBLCX (10.5B). 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 : 16.84 vs. CBLCX (13.12). BALCX return over 5 years is better than : 31.27 vs. CBLCX (14.99).
| 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 | 9.372 | 6.333 | 148% |
| Front Load | N/A | N/A | - |
| 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 | 0.84 | 138% |
| Returns for 1 year | 16.84 | 13.12 | 128% |
| Returns for 3 years | 42.32 | 35.04 | 121% |
| Returns for 5 years | 31.27 | 14.99 | 209% |
| Returns for 10 years | 77.17 | 66.60 | 116% |
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