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 24, 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: 288B 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 : 15.81 vs. DBALX (6.36). BALCX return over 5 years is better than : 31.93 vs. DBALX (15.67).
| 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 | 9.011 | 2.708 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 284M | 101,408% |
| Annual Yield % from dividends | 1.16 | 2.48 | 47% |
| Returns for 1 year | 15.81 | 6.36 | 249% |
| Returns for 3 years | 41.11 | 23.97 | 172% |
| Returns for 5 years | 31.93 | 15.67 | 204% |
| Returns for 10 years | 80.43 | 62.39 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers