Interact to see
Advertisement
Advertisement
BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$34.53
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.45B
Davenport Balanced Income
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets246.89M
BALCX vs DBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. DBALX commentary
May 26, 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: 237B vs. DBALX (247M). DBALX pays higher dividends than BALCX: DBALX (2.55) vs BALCX (1.29). BALCX was incepted earlier than DBALX: BALCX (24 years) vs DBALX (9 years). BALCX (1.31) is less costly to investors than DBALX (0.93). DBALX (45.00) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than DBALX: BALCX (250) vs DBALX (5000). DBALX annual gain was more profitable for investors over the last year : 5.41 vs. BALCX (4.46). DBALX return over 5 years is better than : 38.24 vs. BALCX (33.65).
| 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 | 9 years | - |
| Gain YTD | 1.545 | 2.268 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 247M | 95,951% |
| Annual Yield % from dividends | 1.29 | 2.55 | 51% |
| Returns for 1 year | 4.46 | 5.41 | 82% |
| Returns for 3 years | 20.07 | 9.07 | 221% |
| Returns for 5 years | 33.65 | 38.24 | 88% |
| Returns for 10 years | 46.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement