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BALPX vs DAMDX
BALPX vs DAMDX Comparison Chart
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BALPX vs. DAMDX commentary
Apr 16, 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 StrongBuy and DAMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.52B vs. DAMDX (213M). DAMDX pays higher dividends than BALPX: DAMDX (8.61) vs BALPX (1.40). BALPX was incepted earlier than DAMDX: BALPX (17 years) vs DAMDX (17 years). DAMDX (2.28) 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 : 6.70 vs. BALPX (2.60). BALPX return over 5 years is better than : 11.39 vs. DAMDX (4.31).
| BALPX | DAMDX | BALPX / DAMDX | |
| Total Expense Ratio | 1.51 | 2.28 | 66% |
| Annual Report Gross Expense Ratio | 1.60 | 2.28 | 70% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 0.736 | 1.003 | 73% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 213M | 2,123% |
| Annual Yield % from dividends | 1.40 | 8.61 | 16% |
| Returns for 1 year | 2.60 | 6.70 | 39% |
| Returns for 3 years | 5.49 | 7.59 | 72% |
| Returns for 5 years | 11.39 | 4.31 | 264% |
| Returns for 10 years | -31.43 | -13.61 | 231% |
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