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BALCX vs CBPCX
BALCX vs CBPCX Comparison
Open Charts BALCX vs CBPCX
BALCX vs CBPCX Comparison Chart in %
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BALCX vs. CBPCX commentary
Jun 09, 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 CBPCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CBPCX (17.3B). CBPCX pays higher dividends than BALCX: CBPCX (1.33) vs BALCX (1.16). BALCX was incepted earlier than CBPCX: BALCX (25 years) vs CBPCX (14 years). CBPCX (1.44) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. CBPCX (4.00). BALCX (250) and CBPCX (250) have matching initial minimum investment requirements. BALCX annual gain was more profitable for investors over the last year : 13.66 vs. CBPCX (11.34). BALCX return over 5 years is better than : 28.49 vs. CBPCX (20.55).
| BALCX | CBPCX | BALCX / CBPCX | |
| Total Expense Ratio | 1.30 | 1.44 | 90% |
| Annual Report Gross Expense Ratio | 1.30 | 1.44 | 90% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.324 | 5.142 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 17.3B | 1,665% |
| Annual Yield % from dividends | 1.16 | 1.33 | 87% |
| Returns for 1 year | 13.66 | 11.34 | 120% |
| Returns for 3 years | 39.46 | 37.88 | 104% |
| Returns for 5 years | 28.49 | 20.55 | 139% |
| Returns for 10 years | 73.64 | 76.81 | 96% |
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