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BALFX vs CBARX
BALFX vs CBARX Comparison
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BALFX vs CBARX Comparison Chart in %
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BALFX vs. CBARX 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 BALFX is a Hold and CBARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. CBARX (1.49B). BALFX pays higher dividends than CBARX: BALFX (1.75) vs CBARX (1.51). BALFX was incepted earlier than CBARX: BALFX (25 years) vs CBARX (7 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 : 16.91 vs. CBARX (10.66). BALFX return over 5 years is better than : 37.62 vs. CBARX (28.30).
| BALFX | CBARX | BALFX / CBARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.60 | 102% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.715 | 4.062 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.49B | 19,342% |
| Annual Yield % from dividends | 1.75 | 1.51 | 116% |
| Returns for 1 year | 16.91 | 10.66 | 159% |
| Returns for 3 years | 37.45 | 34.95 | 107% |
| Returns for 5 years | 37.62 | 28.30 | 133% |
| Returns for 10 years | 87.82 | N/A | - |
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