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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart
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BALPX vs. DCMDX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.52B vs. DCMDX (235M). DCMDX pays higher dividends than BALPX: DCMDX (12.84) vs BALPX (1.38). BALPX was incepted earlier than DCMDX: BALPX (17 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 : 7.08 vs. BALPX (4.29). BALPX return over 5 years is better than : 11.45 vs. DCMDX (-1.79).
| BALPX | DCMDX | BALPX / DCMDX | |
| Total Expense Ratio | 1.51 | 3.38 | 45% |
| Annual Report Gross Expense Ratio | 1.60 | 3.38 | 47% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 3.365 | 2.137 | 157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 235M | 1,921% |
| Annual Yield % from dividends | 1.38 | 12.84 | 11% |
| Returns for 1 year | 4.29 | 7.08 | 60% |
| Returns for 3 years | 10.45 | 8.99 | 116% |
| Returns for 5 years | 11.45 | -1.79 | -638% |
| Returns for 10 years | -30.07 | -25.19 | 119% |
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