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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Davenport Balanced Income
Price$13.71
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets262.85M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Jul 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: 254B vs. DBALX (263M). DBALX pays higher dividends than BALCX: DBALX (2.57) vs BALCX (1.19). 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 : 9.43 vs. DBALX (7.96). DBALX (36.03) and BALCX (35.43) have equivalent 5 years return.
| 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 | 8.597 | 6.879 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 263M | 96,578% |
| Annual Yield % from dividends | 1.19 | 2.57 | 46% |
| Returns for 1 year | 9.43 | 7.96 | 118% |
| Returns for 3 years | 32.20 | 18.80 | 171% |
| Returns for 5 years | 35.43 | 36.03 | 98% |
| Returns for 10 years | 58.21 | N/A | - |
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