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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: 4.7B vs. CMRGX (2.76M). BALPX pays higher dividends than CMRGX: BALPX (4.06) vs CMRGX (1.30). 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 (81.00). 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 : 9.93 vs. BALPX (5.72).
| 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 | 6.647 | 10.446 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 2.76M | 170,022% |
| Annual Yield % from dividends | 4.06 | 1.30 | 313% |
| Returns for 1 year | 5.72 | 9.93 | 58% |
| Returns for 3 years | 12.03 | N/A | - |
| Returns for 5 years | 11.60 | N/A | - |
| Returns for 10 years | 30.35 | N/A | - |
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