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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$37.44
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets257.73B
Davenport Balanced Income
Price$13.68
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets263.51M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Sep 06, 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: 258B vs. DBALX (264M). DBALX pays higher dividends than BALCX: DBALX (2.51) vs BALCX (1.16). BALCX was incepted earlier than DBALX: BALCX (24 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 : 8.27 vs. DBALX (4.28). BALCX return over 5 years is better than : 34.78 vs. DBALX (31.60).
| 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 | 10 years | - |
| Gain YTD | 10.246 | 6.645 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 264M | 97,727% |
| Annual Yield % from dividends | 1.16 | 2.51 | 46% |
| Returns for 1 year | 8.27 | 4.28 | 193% |
| Returns for 3 years | 35.57 | 20.09 | 177% |
| Returns for 5 years | 34.78 | 31.60 | 110% |
| Returns for 10 years | 69.38 | N/A | - |
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