Ad is loading...
Ad is loading...
BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.57
Change-$0.05 (-0.37%)
VolumeN/A
CapitalizationN/A
BALCX vs DBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. DBALX commentary
Nov 18, 2024
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 StrongBuy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. DBALX (241M). DBALX pays higher dividends than BALCX: DBALX (2.25) vs BALCX (1.59). BALCX was incepted earlier than DBALX: BALCX (24 years) vs DBALX (9 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. DBALX (24.00). 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 : 20.01 vs. DBALX (16.74). BALCX return over 5 years is better than : 30.97 vs. DBALX (24.02).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.321 | 10.834 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 241M | 97,925% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 20.01 | 16.74 | 120% |
| Returns for 3 years | 8.73 | 3.96 | 220% |
| Returns for 5 years | 30.97 | 24.02 | 129% |
| Returns for 10 years | 44.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...