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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart
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BALPX vs. DCMDX commentary
Jun 15, 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 DCMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. DCMDX (249M). DCMDX pays higher dividends than BALPX: DCMDX (12.72) vs BALPX (1.36). BALPX was incepted earlier than DCMDX: BALPX (18 years) vs DCMDX (17 years). DCMDX (3.38) is less costly to investors than BALPX (1.60). DCMDX is a more actively managed with annual turnover of: 209.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than DCMDX: BALPX (1000) vs DCMDX (5000). DCMDX annual gain was more profitable for investors over the last year : 9.01 vs. BALPX (5.58). BALPX return over 5 years is better than : 11.52 vs. DCMDX (-0.75).
| BALPX | DCMDX | BALPX / DCMDX | |
| Total Expense Ratio | 1.51 | 3.38 | 45% |
| Annual Report Gross Expense Ratio | 1.60 | 3.38 | 47% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 4.101 | 3.055 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 249M | 1,830% |
| Annual Yield % from dividends | 1.36 | 12.72 | 11% |
| Returns for 1 year | 5.58 | 9.01 | 62% |
| Returns for 3 years | 12.57 | 11.90 | 106% |
| Returns for 5 years | 11.52 | -0.75 | -1,540% |
| Returns for 10 years | -29.71 | -24.38 | 122% |