Interact to see
Advertisement
Advertisement
BALPX vs CMRGX
BALPX vs CMRGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. CMRGX (2.07M). CMRGX (1.40) and BALPX (1.36) have matching dividends . 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 (32.00). BALPX has a lower initial minimum investment than CMRGX: BALPX (1000) vs CMRGX (1000000). CMRGX (5.85) and BALPX (5.58) have marching annual gain over last year.
| 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 | 4.101 | 2.434 | 168% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 2.07M | 220,416% |
| Annual Yield % from dividends | 1.36 | 1.40 | 97% |
| Returns for 1 year | 5.58 | 5.85 | 95% |
| Returns for 3 years | 12.57 | N/A | - |
| Returns for 5 years | 11.52 | N/A | - |
| Returns for 10 years | -29.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers