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BALPX vs CMRCX
BALPX vs CMRCX Comparison Chart
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BALPX vs. CMRCX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.49B vs. CMRCX (1.98M). BALPX pays higher dividends than CMRCX: BALPX (1.40) 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 : 3.67 vs. CMRCX (1.58).
| 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 | 1.893 | -1.117 | -169% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 1.98M | 226,589% |
| Annual Yield % from dividends | 1.40 | 0.42 | 329% |
| Returns for 1 year | 3.67 | 1.58 | 232% |
| Returns for 3 years | 7.15 | N/A | - |
| Returns for 5 years | 11.80 | N/A | - |
| Returns for 10 years | -31.34 | -57.60 | 54% |
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