Interact to see
Advertisement
Advertisement
BALPX vs CMRAX
BALPX vs CMRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. CMRAX commentary
Jan 15, 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 Hold and CMRAX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. CMRAX (2.73M). BALPX pays higher dividends than CMRAX: BALPX (3.40) vs CMRAX (1.09). BALPX was incepted earlier than CMRAX: BALPX (18 years) vs CMRAX (2 years). CMRAX (12.56) is less costly to investors than BALPX (1.60). CMRAX is a more actively managed with annual turnover of: 136.00 vs. BALPX (81.00). BALPX initial investment is less costly to investors than CMRAX (3%) vs CMRAX (3%). BALPX has a lower initial minimum investment than CMRAX: BALPX (1000) vs CMRAX (2500). BALPX annual gain was more profitable for investors over the last year : 7.36 vs. CMRAX (5.00).
| BALPX | CMRAX | BALPX / CMRAX | |
| Total Expense Ratio | 1.51 | 2.16 | 70% |
| Annual Report Gross Expense Ratio | 1.60 | 12.56 | 13% |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 0.507 | 0.888 | 57% |
| Front Load | 5% | 3% | 191% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 2.73M | 173,433% |
| Annual Yield % from dividends | 3.40 | 1.09 | 311% |
| Returns for 1 year | 7.36 | 5.00 | 147% |
| Returns for 3 years | 13.99 | N/A | - |
| Returns for 5 years | 12.00 | N/A | - |
| Returns for 10 years | 32.55 | -56.49 | -58% |