BALFX
Price
$40.43
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
DBALX
Price
$13.85
Change
+$0.01 (+0.07%)
Updated
Jul 13 closing price
Net Assets
285.2M
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BALFX vs DBALX

BALFX vs DBALX Comparison Chart in %
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BALFX 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 BALFX is a Buy and DBALX is a Hold.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. DBALX (285M). DBALX pays higher dividends than BALFX: DBALX (2.53) vs BALFX (1.75). BALFX was incepted earlier than DBALX: BALFX (25 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 : 12.01 vs. DBALX (5.31). BALFX return over 5 years is better than : 32.95 vs. DBALX (15.98).
BALFXDBALXBALFX / DBALX
Total Expense Ratio0.610.9366%
Annual Report Gross Expense Ratio0.610.9366%
Fund Existence25 years11 years-
Gain YTD8.5333.606237%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets288B285M101,053%
Annual Yield % from dividends1.752.5369%
Returns for 1 year12.015.31226%
Returns for 3 years39.5522.79174%
Returns for 5 years32.9515.98206%
Returns for 10 years81.3458.29140%
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