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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart
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BALPX vs. DCMDX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.7B vs. DCMDX (234M). DCMDX pays higher dividends than BALPX: DCMDX (13.05) vs BALPX (1.93). BALPX was incepted earlier than DCMDX: BALPX (17 years) vs DCMDX (16 years). DCMDX is a more actively managed with annual turnover of: 192.00 vs. BALPX (33.00). 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 : 3.79 vs. BALPX (1.53). BALPX return over 5 years is better than : 7.01 vs. DCMDX (-9.46).
| BALPX | DCMDX | BALPX / DCMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 1.208 | 3.688 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 234M | 2,008% |
| Annual Yield % from dividends | 1.93 | 13.05 | 15% |
| Returns for 1 year | 1.53 | 3.79 | 40% |
| Returns for 3 years | 5.16 | 0.91 | 567% |
| Returns for 5 years | 7.01 | -9.46 | -74% |
| Returns for 10 years | -33.38 | -26.84 | 124% |
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