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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$32.49
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
Davenport Balanced Income
Price$12.66
Change-$0.17 (-1.33%)
VolumeN/A
Net Assets238.92M
BALCX vs DBALX Comparison Chart
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BALCX vs. DBALX commentary
Apr 11, 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: 229B vs. DBALX (239M). DBALX pays higher dividends than BALCX: DBALX (2.52) vs BALCX (1.28). BALCX was incepted earlier than DBALX: BALCX (24 years) vs DBALX (9 years). BALCX (1.32) is less costly to investors than DBALX (0.93). BALCX is a more actively managed with annual turnover of: 171.00 vs. DBALX (45.00). 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 : 4.56 vs. BALCX (1.59). DBALX return over 5 years is better than : 36.25 vs. BALCX (32.64).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.32 | 0.93 | 142% |
| Annual Report Gross Expense Ratio | 1.32 | 0.93 | 142% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -2.396 | -0.448 | 535% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 239M | 95,816% |
| Annual Yield % from dividends | 1.28 | 2.52 | 51% |
| Returns for 1 year | 1.59 | 4.56 | 35% |
| Returns for 3 years | 9.48 | 1.99 | 476% |
| Returns for 5 years | 32.64 | 36.25 | 90% |
| Returns for 10 years | 41.51 | N/A | - |
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