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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
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. CBLCX (10.6B). BALCX pays higher dividends than CBLCX: BALCX (1.16) 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 : 10.95 vs. CBLCX (7.63). BALCX return over 5 years is better than : 29.47 vs. CBLCX (13.26).
| 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 | 9.901 | 8.491 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 10.6B | 2,670% |
| Annual Yield % from dividends | 1.16 | 0.85 | 136% |
| Returns for 1 year | 10.95 | 7.63 | 143% |
| Returns for 3 years | 41.04 | 35.70 | 115% |
| Returns for 5 years | 29.47 | 13.26 | 222% |
| Returns for 10 years | 75.12 | 65.77 | 114% |
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