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BALPX vs CMRAX
BALPX vs CMRAX Comparison
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BALPX vs CMRAX Comparison Chart in %
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BALPX vs. CMRAX commentary
Aug 03, 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 BALPX is a Buy and CMRAX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. CMRAX (2.56M). CMRAX pays higher dividends than BALPX: CMRAX (1.07) vs BALPX (0.67). BALPX was incepted earlier than CMRAX: BALPX (19 years) vs CMRAX (3 years). CMRAX (6.59) is less costly to investors than BALPX (1.60). CMRAX is a more actively managed with annual turnover of: 177.00 vs. BALPX (81.00). 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). BALPX annual gain was more profitable for investors over the last year : 2.33 vs. CMRAX (0.71).
| BALPX | CMRAX | BALPX / CMRAX | |
| Total Expense Ratio | 1.51 | 1.98 | 76% |
| Annual Report Gross Expense Ratio | 1.60 | 6.59 | 24% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 0.912 | 2.665 | 34% |
| Front Load | 5% | 3% | 191% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 2.56M | 185,898% |
| Annual Yield % from dividends | 0.67 | 1.07 | 63% |
| Returns for 1 year | 2.33 | 0.71 | 329% |
| Returns for 3 years | 14.70 | N/A | - |
| Returns for 5 years | 14.56 | N/A | - |
| Returns for 10 years | 29.45 | -60.56 | -49% |
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