BALFX
Price
$40.16
Change
-$0.25 (-0.62%)
Updated
Sep 14 closing price
Net Assets
284.75B
DBALX
Price
$13.75
Change
-$0.02 (-0.15%)
Updated
Sep 14 closing price
Net Assets
281.04M
Interact to see
Advertisement

BALFX vs DBALX

BALFX vs DBALX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX 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 BALFX is a Buy and DBALX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. DBALX (281M). DBALX pays higher dividends than BALFX: DBALX (2.49) vs BALFX (1.76). BALFX was incepted earlier than DBALX: BALFX (26 years) vs DBALX (11 years). DBALX (0.93) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. DBALX (36.00). BALFX has a lower initial minimum investment than DBALX: BALFX (250) vs DBALX (5000). BALFX annual gain was more profitable for investors over the last year : 6.18 vs. DBALX (2.64). BALFX return over 5 years is better than : 29.91 vs. DBALX (13.96).
BALFXDBALXBALFX / DBALX
Total Expense Ratio0.610.9366%
Annual Report Gross Expense Ratio0.610.9366%
Fund Existence26 years11 years-
Gain YTD7.8093.082253%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets285B281M101,423%
Annual Yield % from dividends1.762.4971%
Returns for 1 year6.182.64234%
Returns for 3 years40.6922.65180%
Returns for 5 years29.9113.96214%
Returns for 10 years82.8059.90138%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SAGYX131.50N/A
N/A
ClearBridge Growth I
GSLIX18.77N/A
N/A
Goldman Sachs Large Cap Value Instl
CREAX10.40N/A
N/A
Columbia Real Estate Equity A
FBAVX35.29N/A
N/A
Fidelity Advisor® Balanced Z
GMOWX27.23-0.35
-1.27%
GMO Resources VI