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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart
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BALPX vs. DCMDX commentary
Jan 24, 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 StrongBuy and DCMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.74B vs. DCMDX (244M). 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 : 5.23 vs. BALPX (2.92). BALPX return over 5 years is better than : 7.90 vs. DCMDX (-8.01).
| 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 | 1.052 | 0.605 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 244M | 1,944% |
| Annual Yield % from dividends | 1.93 | 13.05 | 15% |
| Returns for 1 year | 2.92 | 5.23 | 56% |
| Returns for 3 years | 7.06 | 2.25 | 314% |
| Returns for 5 years | 7.90 | -8.01 | -99% |
| Returns for 10 years | -30.46 | -26.13 | 117% |
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