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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets238.66B
Davenport Balanced Income
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets239.14M
BALCX vs DBALX Comparison Chart
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BALCX vs. DBALX commentary
Jan 18, 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: 239B vs. DBALX (239M). 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 : 11.44 vs. DBALX (9.57). BALCX return over 5 years is better than : 25.92 vs. DBALX (17.84).
| 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 | 1.938 | 1.388 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 239M | 100,000% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 11.44 | 9.57 | 120% |
| Returns for 3 years | 10.59 | 1.96 | 540% |
| Returns for 5 years | 25.92 | 17.84 | 145% |
| Returns for 10 years | 49.96 | N/A | - |