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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart
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BALPX vs. DCMDX commentary
Apr 18, 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 Hold and DCMDX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.49B vs. DCMDX (220M). DCMDX pays higher dividends than BALPX: DCMDX (13.00) vs BALPX (1.40). BALPX was incepted earlier than DCMDX: BALPX (17 years) vs DCMDX (17 years). DCMDX (3.03) 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 : 6.09 vs. BALPX (3.14). BALPX return over 5 years is better than : 10.51 vs. DCMDX (-3.06).
| BALPX | DCMDX | BALPX / DCMDX | |
| Total Expense Ratio | 1.51 | 3.03 | 50% |
| Annual Report Gross Expense Ratio | 1.60 | 3.03 | 53% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 0.946 | 0.778 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 220M | 2,040% |
| Annual Yield % from dividends | 1.40 | 13.00 | 11% |
| Returns for 1 year | 3.14 | 6.09 | 52% |
| Returns for 3 years | 5.93 | 3.91 | 152% |
| Returns for 5 years | 10.51 | -3.06 | -344% |
| Returns for 10 years | -31.84 | -26.57 | 120% |
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