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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.91B vs. CMRAX (2.55M). BALPX pays higher dividends than CMRAX: BALPX (3.34) vs CMRAX (1.08). 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 : 5.03 vs. CMRAX (2.70).
| 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 | 2.026 | 1.086 | 187% |
| Front Load | 5% | 3% | 191% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 2.55M | 192,513% |
| Annual Yield % from dividends | 3.34 | 1.08 | 310% |
| Returns for 1 year | 5.03 | 2.70 | 186% |
| Returns for 3 years | 17.61 | N/A | - |
| Returns for 5 years | 11.15 | N/A | - |
| Returns for 10 years | 30.72 | -57.98 | -53% |
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