Interact to see
Advertisement
Advertisement
BALPX vs DAMDX
BALPX vs DAMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. DAMDX commentary
Jun 07, 2025
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 BALPX is a Buy and DAMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. DAMDX (250M). DAMDX pays higher dividends than BALPX: DAMDX (8.36) vs BALPX (1.36). BALPX was incepted earlier than DAMDX: BALPX (17 years) vs DAMDX (17 years). DAMDX (2.63) is less costly to investors than BALPX (1.60). DAMDX is a more actively managed with annual turnover of: 209.00 vs. BALPX (32.00). DAMDX initial investment is less costly to investors than BALPX (5%) vs BALPX (5%). BALPX has a lower initial minimum investment than DAMDX: BALPX (1000) vs DAMDX (5000). DAMDX annual gain was more profitable for investors over the last year : 9.17 vs. BALPX (5.57). BALPX return over 5 years is better than : 10.20 vs. DAMDX (6.04).
| BALPX | DAMDX | BALPX / DAMDX | |
| Total Expense Ratio | 1.51 | 2.63 | 57% |
| Annual Report Gross Expense Ratio | 1.60 | 2.63 | 61% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 4.416 | 3.455 | 128% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 250M | 1,833% |
| Annual Yield % from dividends | 1.36 | 8.36 | 16% |
| Returns for 1 year | 5.57 | 9.17 | 61% |
| Returns for 3 years | 10.51 | 12.76 | 82% |
| Returns for 5 years | 10.20 | 6.04 | 169% |
| Returns for 10 years | -29.12 | -11.00 | 265% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement