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BALPX vs CMRCX
BALPX vs CMRCX Comparison Chart
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BALPX vs. CMRCX commentary
Jun 06, 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 CMRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. CMRCX (2.05M). BALPX pays higher dividends than CMRCX: BALPX (1.36) vs CMRCX (0.42). BALPX was incepted earlier than CMRCX: BALPX (17 years) vs CMRCX (2 years). CMRCX (13.31) is less costly to investors than BALPX (1.60). CMRCX is a more actively managed with annual turnover of: 136.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than CMRCX: BALPX (1000) vs CMRCX (2500). BALPX annual gain was more profitable for investors over the last year : 5.46 vs. CMRCX (3.34).
| BALPX | CMRCX | BALPX / CMRCX | |
| Total Expense Ratio | 1.51 | 2.91 | 52% |
| Annual Report Gross Expense Ratio | 1.60 | 13.31 | 12% |
| Fund Existence | 17 years | 2 years | - |
| Gain YTD | 4.416 | 1.015 | 435% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 2.05M | 223,572% |
| Annual Yield % from dividends | 1.36 | 0.42 | 322% |
| Returns for 1 year | 5.46 | 3.34 | 163% |
| Returns for 3 years | 10.74 | N/A | - |
| Returns for 5 years | 10.20 | N/A | - |
| Returns for 10 years | -29.02 | -55.99 | 52% |
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