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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Davenport Balanced Income
Price$13.64
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets262.16M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Aug 16, 2025
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 BALCX is a Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. DBALX (262M). DBALX pays higher dividends than BALCX: DBALX (2.56) vs BALCX (1.18). BALCX was incepted earlier than DBALX: BALCX (24 years) vs DBALX (10 years). BALCX (1.31) is less costly to investors than DBALX (0.93). BALCX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). BALCX has a lower initial minimum investment than DBALX: BALCX (250) vs DBALX (5000). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. DBALX (6.11). BALCX return over 5 years is better than : 33.87 vs. DBALX (31.57).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 9.274 | 6.254 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 262M | 97,710% |
| Annual Yield % from dividends | 1.18 | 2.56 | 46% |
| Returns for 1 year | 7.16 | 6.11 | 117% |
| Returns for 3 years | 27.12 | 14.31 | 189% |
| Returns for 5 years | 33.87 | 31.57 | 107% |
| Returns for 10 years | 59.19 | N/A | - |
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