Interact to see
Advertisement
Advertisement
BALFX vs CLBAX
BALFX vs CLBAX Comparison
Open Charts BALFX vs CLBAX
BALFX vs CLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. CLBAX commentary
Jun 08, 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 CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX (288B) and CLBAX (288B) have equal amount of cash in the bank . CLBAX (1.78) and BALFX (1.75) have matching dividends . BALFX was incepted earlier than CLBAX: BALFX (25 years) vs CLBAX (24 years). BALFX (0.61) is less costly to investors than CLBAX (0.58). BALFX (50.00) and CLBAX (50.00) have comparable annual turnover. BALFX (250) and CLBAX (250) have matching initial minimum investment requirements. CLBAX (14.43) and BALFX (14.40) have marching annual gain over last year. CLBAX return over 5 years is better than : 33.42 vs. BALFX (31.52).
| BALFX | CLBAX | BALFX / CLBAX | |
| Total Expense Ratio | 0.61 | 0.58 | 105% |
| Annual Report Gross Expense Ratio | 0.61 | 0.58 | 105% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.290 | 7.310 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 288B | 100% |
| Annual Yield % from dividends | 1.75 | 1.78 | 98% |
| Returns for 1 year | 14.40 | 14.43 | 100% |
| Returns for 3 years | 42.31 | 42.40 | 100% |
| Returns for 5 years | 31.52 | 33.42 | 94% |
| Returns for 10 years | 80.81 | 92.55 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ACROX | 20.52 | -0.31 | -1.49% |
| ACR Opportunity Fund I Shares | |||
| GMYPX | 18.28 | -0.38 | -2.04% |
| Goldman Sachs Large Cap Value P | |||
| LZIEX | 19.93 | -0.65 | -3.16% |
| Lazard International Equity Instl | |||
| IHOFX | 23.26 | -0.96 | -3.96% |
| Hartford International Opportunities F | |||
| CNWFX | 101.70 | -5.08 | -4.76% |
| American Funds New World 529F | |||