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BALPX vs CMRAX
BALPX vs CMRAX Comparison Chart in %
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BALPX vs. CMRAX commentary
Aug 17, 2025
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 BALPX is a Buy and CMRAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. CMRAX (2.6M). BALPX pays higher dividends than CMRAX: BALPX (4.11) vs CMRAX (1.08). BALPX was incepted earlier than CMRAX: BALPX (18 years) vs CMRAX (2 years). CMRAX (12.56) is less costly to investors than BALPX (1.60). CMRAX is a more actively managed with annual turnover of: 136.00 vs. BALPX (32.00). BALPX initial investment is less costly to investors than CMRAX (3%) vs CMRAX (3%). BALPX has a lower initial minimum investment than CMRAX: BALPX (1000) vs CMRAX (2500). CMRAX annual gain was more profitable for investors over the last year : 6.83 vs. BALPX (5.61).
| BALPX | CMRAX | BALPX / CMRAX | |
| Total Expense Ratio | 1.51 | 2.16 | 70% |
| Annual Report Gross Expense Ratio | 1.60 | 12.56 | 13% |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 6.215 | 7.099 | 88% |
| Front Load | 5% | 3% | 191% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 2.6M | 186,175% |
| Annual Yield % from dividends | 4.11 | 1.08 | 382% |
| Returns for 1 year | 5.61 | 6.83 | 82% |
| Returns for 3 years | 10.76 | N/A | - |
| Returns for 5 years | 14.77 | N/A | - |
| Returns for 10 years | 19.10 | -60.76 | -31% |
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