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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.52
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
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BALCX vs DBALX Comparison Chart
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BALCX vs. DBALX commentary
Sep 21, 2024
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 StrongBuy and DBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. DBALX (240M). 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). BALCX annual gain was more profitable for investors over the last year : 23.52 vs. DBALX (16.31). BALCX return over 5 years is better than : 35.07 vs. DBALX (26.71).
| 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 | 13.447 | 10.425 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 240M | 98,333% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 23.52 | 16.31 | 144% |
| Returns for 3 years | 13.04 | 8.59 | 152% |
| Returns for 5 years | 35.07 | 26.71 | 131% |
| Returns for 10 years | 48.00 | N/A | - |