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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart in %
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BALPX vs. DCMDX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.81B vs. DCMDX (251M). DCMDX pays higher dividends than BALPX: DCMDX (12.48) vs BALPX (4.11). 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 : 7.38 vs. BALPX (5.51). BALPX return over 5 years is better than : 14.65 vs. DCMDX (0.76).
| 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 | 6.107 | 4.876 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 251M | 1,915% |
| Annual Yield % from dividends | 4.11 | 12.48 | 33% |
| Returns for 1 year | 5.51 | 7.38 | 75% |
| Returns for 3 years | 10.65 | 8.61 | 124% |
| Returns for 5 years | 14.65 | 0.76 | 1,934% |
| Returns for 10 years | 18.98 | -20.23 | -94% |
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