Interact to see
Advertisement
Advertisement
BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Davenport Balanced Income
Price$13.44
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets252.99M
BALCX vs DBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. DBALX commentary
Jun 15, 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: 244B vs. DBALX (253M). DBALX pays higher dividends than BALCX: DBALX (2.51) vs BALCX (1.24). BALCX was incepted earlier than DBALX: BALCX (24 years) vs DBALX (9 years). BALCX (1.31) is less costly to investors than DBALX (0.93). DBALX (45.00) and BALCX (44.00) have comparable annual turnover. 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 : 7.65 vs. BALCX (4.49). DBALX return over 5 years is better than : 36.44 vs. BALCX (34.15).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.121 | 4.285 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 253M | 96,443% |
| Annual Yield % from dividends | 1.24 | 2.51 | 49% |
| Returns for 1 year | 4.49 | 7.65 | 59% |
| Returns for 3 years | 30.13 | 16.35 | 184% |
| Returns for 5 years | 34.15 | 36.44 | 94% |
| Returns for 10 years | 51.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement