Interact to see
Advertisement
Advertisement
BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
BALCX vs DBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. DBALX commentary
Jun 04, 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 Hold and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. DBALX (284M). DBALX pays higher dividends than BALCX: DBALX (2.48) vs BALCX (1.16). BALCX was incepted earlier than DBALX: BALCX (25 years) vs DBALX (10 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 (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 : 16.84 vs. DBALX (6.96). BALCX return over 5 years is better than : 31.27 vs. DBALX (13.99).
| 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 | 10 years | - |
| Gain YTD | 9.372 | 3.035 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 284M | 98,239% |
| Annual Yield % from dividends | 1.16 | 2.48 | 47% |
| Returns for 1 year | 16.84 | 6.96 | 242% |
| Returns for 3 years | 42.32 | 24.74 | 171% |
| Returns for 5 years | 31.27 | 13.99 | 223% |
| Returns for 10 years | 77.17 | 60.92 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NOBL | 53.69 | 0.20 | +0.37% |
| ProShares S&P 500 Dividend Aristocrats | |||
| FSYD | 48.91 | 0.06 | +0.12% |
| Fidelity Sustainable High Yield ETF | |||
| BNDD | 97.40 | N/A | N/A |
| Quadratic Deflation ETF | |||
| RSPH | 30.68 | -0.36 | -1.16% |
| Invesco S&P 500® Equal Wt Hlth Care ETF | |||
| NOWL | 7.57 | -1.06 | -12.28% |
| GraniteShares 2x Long NOW Daily ETF | |||