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BALPX vs CMRGX
BALPX vs CMRGX Comparison
Open Charts BALPX vs CMRGX
BALPX vs CMRGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.91B vs. CMRGX (2.55M). BALPX pays higher dividends than CMRGX: BALPX (3.34) vs CMRGX (1.35). BALPX was incepted earlier than CMRGX: BALPX (19 years) vs CMRGX (3 years). CMRGX (6.34) is less costly to investors than BALPX (1.60). CMRGX is a more actively managed with annual turnover of: 177.00 vs. BALPX (81.00). 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 : 5.03 vs. CMRGX (2.88).
| BALPX | CMRGX | BALPX / CMRGX | |
| Total Expense Ratio | 1.51 | 1.73 | 87% |
| Annual Report Gross Expense Ratio | 1.60 | 6.34 | 25% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 2.026 | 1.285 | 158% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 2.55M | 192,513% |
| Annual Yield % from dividends | 3.34 | 1.35 | 248% |
| Returns for 1 year | 5.03 | 2.88 | 175% |
| Returns for 3 years | 17.61 | N/A | - |
| Returns for 5 years | 11.15 | N/A | - |
| Returns for 10 years | 30.72 | N/A | - |
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