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BALCX vs DBALX
BALCX vs DBALX Comparison
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BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. DBALX (285M). DBALX pays higher dividends than BALCX: DBALX (2.53) vs BALCX (1.14). BALCX was incepted earlier than DBALX: BALCX (25 years) vs DBALX (11 years). BALCX (1.30) is less costly to investors than DBALX (0.93). BALCX is a more actively managed with annual turnover of: 50.00 vs. DBALX (36.00). 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 : 11.18 vs. DBALX (5.31). BALCX return over 5 years is better than : 29.01 vs. DBALX (15.98).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.30 | 0.93 | 140% |
| Annual Report Gross Expense Ratio | 1.30 | 0.93 | 140% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 8.148 | 3.606 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 285M | 101,053% |
| Annual Yield % from dividends | 1.14 | 2.53 | 45% |
| Returns for 1 year | 11.18 | 5.31 | 211% |
| Returns for 3 years | 36.57 | 22.79 | 160% |
| Returns for 5 years | 29.01 | 15.98 | 181% |
| Returns for 10 years | 72.74 | 58.29 | 125% |
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