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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Davenport Balanced Income
Price$13.64
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets269.04M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Nov 20, 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 Hold and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. DBALX (269M). DBALX pays higher dividends than BALCX: DBALX (2.55) vs BALCX (1.10). BALCX was incepted earlier than DBALX: BALCX (25 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 : 8.00 vs. DBALX (3.07). BALCX return over 5 years is better than : 33.87 vs. DBALX (25.66).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 13.040 | 7.226 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 269M | 98,141% |
| Annual Yield % from dividends | 1.10 | 2.55 | 43% |
| Returns for 1 year | 8.00 | 3.07 | 261% |
| Returns for 3 years | 37.81 | 21.56 | 175% |
| Returns for 5 years | 33.87 | 25.66 | 132% |
| Returns for 10 years | 63.16 | N/A | - |