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BALCX vs CSGCX
BALCX vs CSGCX Comparison
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BALCX vs CSGCX Comparison Chart in %
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BALCX vs. CSGCX commentary
Jun 20, 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 CSGCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CSGCX (1.49B). 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 : 16.05 vs. CSGCX (9.24). BALCX return over 5 years is better than : 33.55 vs. CSGCX (20.54).
| 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 | 9.388 | 3.540 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.49B | 19,342% |
| Annual Yield % from dividends | 1.16 | 0.63 | 183% |
| Returns for 1 year | 16.05 | 9.24 | 174% |
| Returns for 3 years | 36.57 | 32.58 | 112% |
| Returns for 5 years | 33.55 | 20.54 | 163% |
| Returns for 10 years | 78.97 | 71.28 | 111% |
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