Interact to see
Advertisement
Advertisement
BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
BALCX vs CBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBLRX commentary
Aug 03, 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: 288B vs. CBLRX (10.3B). 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 : 10.48 vs. CBLRX (6.43). BALCX return over 5 years is better than : 28.31 vs. CBLRX (13.63).
| 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 | 7.959 | 5.718 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.3B | 2,796% |
| Annual Yield % from dividends | 1.16 | 1.42 | 81% |
| Returns for 1 year | 10.48 | 6.43 | 163% |
| Returns for 3 years | 35.58 | 31.02 | 115% |
| Returns for 5 years | 28.31 | 13.63 | 208% |
| Returns for 10 years | 73.63 | 68.48 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers