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BALPX vs CMRGX
BALPX vs CMRGX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.49B vs. CMRGX (1.98M). CMRGX (1.42) and BALPX (1.40) have matching dividends . BALPX was incepted earlier than CMRGX: BALPX (17 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). BALPX annual gain was more profitable for investors over the last year : 3.67 vs. CMRGX (2.61).
| BALPX | CMRGX | BALPX / CMRGX | |
| Total Expense Ratio | 1.51 | 1.91 | 79% |
| Annual Report Gross Expense Ratio | 1.60 | 12.31 | 13% |
| Fund Existence | 17 years | 2 years | - |
| Gain YTD | 1.893 | -0.811 | -233% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 1.98M | 226,589% |
| Annual Yield % from dividends | 1.40 | 1.42 | 99% |
| Returns for 1 year | 3.67 | 2.61 | 141% |
| Returns for 3 years | 7.15 | N/A | - |
| Returns for 5 years | 11.80 | N/A | - |
| Returns for 10 years | -31.34 | N/A | - |
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