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BALCX vs CSIFX
BALCX vs CSIFX Comparison
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BALCX vs CSIFX Comparison Chart in %
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BALCX vs. CSIFX commentary
Sep 21, 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 CSIFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. CSIFX (1.46B). CSIFX pays higher dividends than BALCX: CSIFX (1.28) vs BALCX (1.14). BALCX was incepted earlier than CSIFX: BALCX (26 years) vs CSIFX (44 years). BALCX (1.30) is less costly to investors than CSIFX (0.90). CSIFX is a more actively managed with annual turnover of: 164.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than CSIFX: BALCX (250) vs CSIFX (1000). BALCX annual gain was more profitable for investors over the last year : 5.12 vs. CSIFX (1.79). BALCX return over 5 years is better than : 27.19 vs. CSIFX (20.04).
| BALCX | CSIFX | BALCX / CSIFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 0.90 | 144% |
| Fund Existence | 26 years | 44 years | - |
| Gain YTD | 7.401 | 3.009 | 246% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.46B | 19,467% |
| Annual Yield % from dividends | 1.14 | 1.28 | 89% |
| Returns for 1 year | 5.12 | 1.79 | 286% |
| Returns for 3 years | 38.14 | 35.49 | 107% |
| Returns for 5 years | 27.19 | 20.04 | 136% |
| Returns for 10 years | 74.09 | 80.65 | 92% |
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