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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. CSGCX (1.47B). BALCX pays higher dividends than CSGCX: BALCX (1.14) 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 : 11.18 vs. CSGCX (6.11). BALCX return over 5 years is better than : 29.01 vs. CSGCX (16.43).
| 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 | 8.148 | 3.270 | 249% |
| 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 | 1.14 | 0.63 | 181% |
| Returns for 1 year | 11.18 | 6.11 | 183% |
| Returns for 3 years | 36.57 | 31.93 | 115% |
| Returns for 5 years | 29.01 | 16.43 | 177% |
| Returns for 10 years | 72.74 | 66.59 | 109% |
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