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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
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 CMRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. CMRCX (2.56M). BALPX pays higher dividends than CMRCX: BALPX (0.67) vs CMRCX (0.43). 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 : 2.33 vs. CMRCX (-0.14).
| 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 | 0.912 | 2.176 | 42% |
| Front Load | 5% | N/A | - |
| 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 | 0.43 | 154% |
| Returns for 1 year | 2.33 | -0.14 | -1,707% |
| Returns for 3 years | 14.70 | N/A | - |
| Returns for 5 years | 14.56 | N/A | - |
| Returns for 10 years | 29.45 | -54.25 | -54% |
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