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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Davenport Balanced Income
Price$13.64
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.81M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Sep 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 Hold and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. DBALX (267M). DBALX pays higher dividends than BALCX: DBALX (2.51) vs BALCX (1.16). 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 : 7.33 vs. DBALX (4.13). BALCX return over 5 years is better than : 39.74 vs. DBALX (34.94).
| 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 | 12.273 | 7.697 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 267M | 98,502% |
| Annual Yield % from dividends | 1.16 | 2.51 | 46% |
| Returns for 1 year | 7.33 | 4.13 | 177% |
| Returns for 3 years | 47.41 | 28.26 | 168% |
| Returns for 5 years | 39.74 | 34.94 | 114% |
| Returns for 10 years | 74.74 | N/A | - |
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