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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
Aug 23, 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: 283B vs. CSGCX (1.46B). BALCX pays higher dividends than CSGCX: BALCX (1.16) vs CSGCX (0.63). BALCX was incepted earlier than CSGCX: BALCX (25 years) vs CSGCX (33 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 : 11.76 vs. CSGCX (5.34). BALCX return over 5 years is better than : 29.99 vs. CSGCX (17.34).
| 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 | 33 years | - |
| Gain YTD | 9.604 | 4.182 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.46B | 19,384% |
| Annual Yield % from dividends | 1.16 | 0.63 | 184% |
| Returns for 1 year | 11.76 | 5.34 | 220% |
| Returns for 3 years | 41.83 | 35.83 | 117% |
| Returns for 5 years | 29.99 | 17.34 | 173% |
| Returns for 10 years | 74.16 | 66.72 | 111% |
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