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BALFX vs CSIFX
BALFX vs CSIFX Comparison
Open Charts BALFX vs CSIFX
BALFX vs CSIFX Comparison Chart in %
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BALFX 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 BALFX is a Hold and CSIFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. CSIFX (1.46B). BALFX pays higher dividends than CSIFX: BALFX (1.76) vs CSIFX (1.28). BALFX was incepted earlier than CSIFX: BALFX (26 years) vs CSIFX (44 years). CSIFX (0.90) is less costly to investors than BALFX (0.61). CSIFX is a more actively managed with annual turnover of: 164.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than CSIFX: BALFX (250) vs CSIFX (1000). BALFX annual gain was more profitable for investors over the last year : 5.90 vs. CSIFX (1.79). BALFX return over 5 years is better than : 31.07 vs. CSIFX (20.04).
| BALFX | CSIFX | BALFX / CSIFX | |
| Total Expense Ratio | 0.61 | 0.90 | 68% |
| Annual Report Gross Expense Ratio | 0.61 | 0.90 | 68% |
| Fund Existence | 26 years | 44 years | - |
| Gain YTD | 7.925 | 3.009 | 263% |
| 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 | 1.76 | 1.28 | 138% |
| Returns for 1 year | 5.90 | 1.79 | 329% |
| Returns for 3 years | 41.16 | 35.49 | 116% |
| Returns for 5 years | 31.07 | 20.04 | 155% |
| Returns for 10 years | 83.00 | 80.65 | 103% |
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