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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Davenport Balanced Income
Price$13.36
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets244.76M
BALCX vs DBALX Comparison Chart
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BALCX vs. DBALX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. DBALX (245M). 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). DBALX annual gain was more profitable for investors over the last year : 9.19 vs. BALCX (8.38). BALCX return over 5 years is better than : 26.14 vs. DBALX (20.50).
| 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 | 2.790 | 3.007 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 245M | 98,776% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 8.38 | 9.19 | 91% |
| Returns for 3 years | 15.69 | 7.02 | 224% |
| Returns for 5 years | 26.14 | 20.50 | 128% |
| Returns for 10 years | 46.66 | N/A | - |
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