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BALPX vs CMRGX
BALPX vs CMRGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.82B vs. CMRGX (2.16M). CMRGX (1.36) and BALPX (1.34) have matching dividends . BALPX was incepted earlier than CMRGX: BALPX (18 years) vs CMRGX (2 years). CMRGX (12.31) is less costly to investors than BALPX (1.60). CMRGX is a more actively managed with annual turnover of: 136.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than CMRGX: BALPX (1000) vs CMRGX (1000000). CMRGX annual gain was more profitable for investors over the last year : 7.68 vs. BALPX (6.49).
| BALPX | CMRGX | BALPX / CMRGX | |
| Total Expense Ratio | 1.51 | 1.91 | 79% |
| Annual Report Gross Expense Ratio | 1.60 | 12.31 | 13% |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 6.215 | 6.897 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 2.16M | 223,412% |
| Annual Yield % from dividends | 1.34 | 1.36 | 99% |
| Returns for 1 year | 6.49 | 7.68 | 84% |
| Returns for 3 years | 13.01 | N/A | - |
| Returns for 5 years | 16.03 | N/A | - |
| Returns for 10 years | 19.10 | N/A | - |
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