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BALFX vs CBARX
BALFX vs CBARX Comparison
Open Charts BALFX vs CBARX
BALFX vs CBARX Comparison Chart in %
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BALFX vs. CBARX commentary
Sep 18, 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 BALFX is a Hold and CBARX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. CBARX (1.46B). BALFX pays higher dividends than CBARX: BALFX (1.76) vs CBARX (1.53). BALFX was incepted earlier than CBARX: BALFX (26 years) vs CBARX (8 years). BALFX (0.61) and CBARX (0.60) have similar cost to investors . CBARX is a more actively managed with annual turnover of: 164.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than CBARX: BALFX (250) vs CBARX (5000000). BALFX annual gain was more profitable for investors over the last year : 5.21 vs. CBARX (1.24). BALFX return over 5 years is better than : 30.22 vs. CBARX (21.04).
| BALFX | CBARX | BALFX / CBARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.60 | 102% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 7.225 | 2.213 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.46B | 19,467% |
| Annual Yield % from dividends | 1.76 | 1.53 | 115% |
| Returns for 1 year | 5.21 | 1.24 | 419% |
| Returns for 3 years | 39.92 | 35.57 | 112% |
| Returns for 5 years | 30.22 | 21.04 | 144% |
| Returns for 10 years | 81.81 | N/A | - |
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