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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.03
Change-$0.22 (-1.66%)
VolumeN/A
CapitalizationN/A
BALCX vs DBALX Comparison Chart
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BALCX vs. DBALX commentary
Dec 19, 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 Hold and DBALX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. DBALX (239M). 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 : 11.89 vs. DBALX (9.30). BALCX return over 5 years is better than : 28.93 vs. DBALX (20.20).
| 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 | 10.937 | 8.220 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 239M | 100,837% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 11.89 | 9.30 | 128% |
| Returns for 3 years | 10.17 | 3.45 | 295% |
| Returns for 5 years | 28.93 | 20.20 | 143% |
| Returns for 10 years | 40.96 | N/A | - |
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