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BALCX vs CBLRX
BALCX vs CBLRX Comparison
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BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Sep 13, 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 CBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. CBLRX (10.3B). CBLRX pays higher dividends than BALCX: CBLRX (1.40) vs BALCX (1.14). BALCX was incepted earlier than CBLRX: BALCX (26 years) vs CBLRX (16 years). BALCX (1.30) is less costly to investors than CBLRX (1.16). CBLRX is a more actively managed with annual turnover of: 160.00 vs. BALCX (50.00). CBLRX has a lower initial minimum investment than BALCX: CBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. CBLRX (4.46). BALCX return over 5 years is better than : 27.49 vs. CBLRX (13.96).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.30 | 1.16 | 112% |
| Annual Report Gross Expense Ratio | 1.30 | 1.16 | 112% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 7.959 | 6.194 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 10.3B | 2,767% |
| Annual Yield % from dividends | 1.14 | 1.40 | 82% |
| Returns for 1 year | 5.86 | 4.46 | 131% |
| Returns for 3 years | 38.31 | 33.51 | 114% |
| Returns for 5 years | 27.49 | 13.96 | 197% |
| Returns for 10 years | 75.19 | 70.70 | 106% |
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