Interact to see
Advertisement
Advertisement
BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
BALCX vs CBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBLCX commentary
Jul 25, 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 (10.2B). BALCX pays higher dividends than CBLCX: BALCX (1.14) vs CBLCX (0.85). 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 : 9.54 vs. CBLCX (4.71). BALCX return over 5 years is better than : 27.72 vs. CBLCX (9.10).
| 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 | 7.366 | 4.199 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.2B | 2,824% |
| Annual Yield % from dividends | 1.14 | 0.85 | 133% |
| Returns for 1 year | 9.54 | 4.71 | 202% |
| Returns for 3 years | 34.70 | 27.55 | 126% |
| Returns for 5 years | 27.72 | 9.10 | 305% |
| Returns for 10 years | 71.56 | 60.15 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers