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BALPX vs DAMDX
BALPX vs DAMDX Comparison Chart in %
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BALPX vs. DAMDX commentary
Aug 10, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.78B vs. DAMDX (251M). DAMDX pays higher dividends than BALPX: DAMDX (8.13) vs BALPX (4.11). BALPX was incepted earlier than DAMDX: BALPX (18 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 : 8.94 vs. BALPX (5.62). BALPX return over 5 years is better than : 14.80 vs. DAMDX (7.99).
| BALPX | DAMDX | BALPX / DAMDX | |
| Total Expense Ratio | 1.51 | 2.63 | 57% |
| Annual Report Gross Expense Ratio | 1.60 | 2.63 | 61% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 5.782 | 5.226 | 111% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 251M | 1,906% |
| Annual Yield % from dividends | 4.11 | 8.13 | 51% |
| Returns for 1 year | 5.62 | 8.94 | 63% |
| Returns for 3 years | 11.01 | 12.57 | 88% |
| Returns for 5 years | 14.80 | 7.99 | 185% |
| Returns for 10 years | 19.01 | -6.45 | -295% |
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