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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Aug 23, 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 CBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. CBLRX (10.4B). CBLRX pays higher dividends than BALCX: CBLRX (1.42) vs BALCX (1.16). BALCX was incepted earlier than CBLRX: BALCX (25 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 : 11.76 vs. CBLRX (8.15). BALCX return over 5 years is better than : 29.99 vs. CBLRX (15.34).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.30 | 1.16 | 112% |
| Annual Report Gross Expense Ratio | 1.30 | 1.16 | 112% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 9.604 | 7.383 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 10.4B | 2,721% |
| Annual Yield % from dividends | 1.16 | 1.42 | 81% |
| Returns for 1 year | 11.76 | 8.15 | 144% |
| Returns for 3 years | 41.83 | 36.94 | 113% |
| Returns for 5 years | 29.99 | 15.34 | 195% |
| Returns for 10 years | 74.16 | 69.36 | 107% |
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