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BALCX vs CLBCX
BALCX vs CLBCX Comparison
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BALCX vs CLBCX Comparison Chart in %
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BALCX vs. CLBCX commentary
Sep 10, 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX (283B) and CLBCX (283B) have equal amount of cash in the bank . BALCX pays higher dividends than CLBCX: BALCX (1.14) vs CLBCX (1.08). BALCX was incepted earlier than CLBCX: BALCX (26 years) vs CLBCX (25 years). CLBCX (1.35) and BALCX (1.30) have similar cost to investors . BALCX (50.00) and CLBCX (50.00) have comparable annual turnover. BALCX (250) and CLBCX (250) have matching initial minimum investment requirements. BALCX (8.33) and CLBCX (8.33) have marching annual gain over last year. CLBCX (29.13) and BALCX (28.34) have equivalent 5 years return.
| BALCX | CLBCX | BALCX / CLBCX | |
| Total Expense Ratio | 1.30 | 1.35 | 96% |
| Annual Report Gross Expense Ratio | 1.30 | 1.35 | 96% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 9.038 | 8.985 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 283B | 100% |
| Annual Yield % from dividends | 1.14 | 1.08 | 106% |
| Returns for 1 year | 8.33 | 8.33 | 100% |
| Returns for 3 years | 39.79 | 39.70 | 100% |
| Returns for 5 years | 28.34 | 29.13 | 97% |
| Returns for 10 years | 76.43 | 82.34 | 93% |
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