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BALPX vs CMRCX
BALPX vs CMRCX Comparison
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BALPX vs CMRCX Comparison Chart in %
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BALPX vs. CMRCX commentary
Jul 14, 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 StrongBuy and CMRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.89B vs. CMRCX (2.59M). BALPX pays higher dividends than CMRCX: BALPX (3.32) vs CMRCX (0.44). BALPX was incepted earlier than CMRCX: BALPX (19 years) vs CMRCX (3 years). CMRCX (7.34) is less costly to investors than BALPX (1.60). CMRCX is a more actively managed with annual turnover of: 177.00 vs. BALPX (81.00). 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 : 4.49 vs. CMRCX (0.74).
| BALPX | CMRCX | BALPX / CMRCX | |
| Total Expense Ratio | 1.51 | 2.73 | 55% |
| Annual Report Gross Expense Ratio | 1.60 | 7.34 | 22% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 2.837 | 2.176 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 2.59M | 188,580% |
| Annual Yield % from dividends | 3.32 | 0.44 | 759% |
| Returns for 1 year | 4.49 | 0.74 | 610% |
| Returns for 3 years | 17.01 | N/A | - |
| Returns for 5 years | 13.18 | N/A | - |
| Returns for 10 years | 31.92 | -53.49 | -60% |
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