Interact to see
Advertisement
Advertisement
BALCX vs CSGCX
BALCX vs CSGCX Comparison
Open Charts BALCX vs CSGCX
BALCX vs CSGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CSGCX 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 CSGCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CSGCX (1.47B). BALCX pays higher dividends than CSGCX: BALCX (1.16) vs CSGCX (0.63). BALCX was incepted earlier than CSGCX: BALCX (25 years) vs CSGCX (32 years). CSGCX (1.65) is less costly to investors than BALCX (1.30). CSGCX is a more actively managed with annual turnover of: 164.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CSGCX: BALCX (250) vs CSGCX (1000). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. CSGCX (4.43). BALCX return over 5 years is better than : 28.31 vs. CSGCX (16.20).
| BALCX | CSGCX | BALCX / CSGCX | |
| Total Expense Ratio | 1.30 | 1.65 | 79% |
| Annual Report Gross Expense Ratio | 1.30 | 1.65 | 79% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 7.959 | 3.114 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.47B | 19,605% |
| Annual Yield % from dividends | 1.16 | 0.63 | 184% |
| Returns for 1 year | 10.48 | 4.43 | 237% |
| Returns for 3 years | 35.58 | 30.98 | 115% |
| Returns for 5 years | 28.31 | 16.20 | 175% |
| Returns for 10 years | 73.63 | 66.73 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers