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BALCX vs CLBAX
BALCX vs CLBAX Comparison
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BALCX vs CLBAX Comparison Chart in %
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BALCX vs. CLBAX commentary
Jul 21, 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 CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX (288B) and CLBAX (288B) have equal amount of cash in the bank . CLBAX pays higher dividends than BALCX: CLBAX (1.79) vs BALCX (1.14). BALCX was incepted earlier than CLBAX: BALCX (25 years) vs CLBAX (24 years). BALCX (1.30) is less costly to investors than CLBAX (0.58). BALCX (50.00) and CLBAX (50.00) have comparable annual turnover. BALCX (250) and CLBAX (250) have matching initial minimum investment requirements. CLBAX annual gain was more profitable for investors over the last year : 11.22 vs. BALCX (10.37). CLBAX return over 5 years is better than : 34.41 vs. BALCX (28.64).
| BALCX | CLBAX | BALCX / CLBAX | |
| Total Expense Ratio | 1.30 | 0.58 | 224% |
| Annual Report Gross Expense Ratio | 1.30 | 0.58 | 224% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.447 | 7.866 | 95% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 288B | 100% |
| Annual Yield % from dividends | 1.14 | 1.79 | 64% |
| Returns for 1 year | 10.37 | 11.22 | 92% |
| Returns for 3 years | 35.28 | 38.34 | 92% |
| Returns for 5 years | 28.64 | 34.41 | 83% |
| Returns for 10 years | 71.35 | 90.95 | 78% |
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