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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: 4.89B vs. CMRGX (2.59M). BALPX pays higher dividends than CMRGX: BALPX (3.32) 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 : 4.49 vs. CMRGX (1.86).
| 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 | 2.837 | 2.866 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 2.59M | 188,580% |
| Annual Yield % from dividends | 3.32 | 1.35 | 246% |
| Returns for 1 year | 4.49 | 1.86 | 241% |
| Returns for 3 years | 17.01 | N/A | - |
| Returns for 5 years | 13.18 | N/A | - |
| Returns for 10 years | 31.92 | N/A | - |
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