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BALCX vs DBALX
BALCX vs DBALX Comparison
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BALCX vs. DBALX commentary
Sep 15, 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: 285B vs. DBALX (281M). DBALX pays higher dividends than BALCX: DBALX (2.49) vs BALCX (1.14). BALCX was incepted earlier than DBALX: BALCX (26 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 : 5.58 vs. DBALX (2.64). BALCX return over 5 years is better than : 26.31 vs. DBALX (13.96).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.30 | 0.93 | 140% |
| Annual Report Gross Expense Ratio | 1.30 | 0.93 | 140% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.501 | 3.082 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 281M | 101,423% |
| Annual Yield % from dividends | 1.14 | 2.49 | 46% |
| Returns for 1 year | 5.58 | 2.64 | 211% |
| Returns for 3 years | 37.95 | 22.65 | 168% |
| Returns for 5 years | 26.31 | 13.96 | 188% |
| Returns for 10 years | 74.25 | 59.90 | 124% |
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