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BALPX vs DEVDX
BALPX vs DEVDX Comparison Chart
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BALPX vs. DEVDX commentary
Apr 25, 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 DEVDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.49B vs. DEVDX (177M). DEVDX (1.40) and BALPX (1.40) have matching dividends . BALPX was incepted earlier than DEVDX: BALPX (17 years) vs DEVDX (12 years). BALPX (1.60) and DEVDX (1.60) have similar cost to investors . DEVDX is a more actively managed with annual turnover of: 105.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than DEVDX: BALPX (1000) vs DEVDX (10000). BALPX annual gain was more profitable for investors over the last year : 3.67 vs. DEVDX (-1.78). DEVDX return over 5 years is better than : 18.75 vs. BALPX (11.80).
| BALPX | DEVDX | BALPX / DEVDX | |
| Total Expense Ratio | 1.51 | 1.60 | 94% |
| Annual Report Gross Expense Ratio | 1.60 | 1.60 | 100% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 1.893 | -5.012 | -38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 177M | 2,537% |
| Annual Yield % from dividends | 1.40 | 1.40 | 100% |
| Returns for 1 year | 3.67 | -1.78 | -206% |
| Returns for 3 years | 7.15 | -0.83 | -866% |
| Returns for 5 years | 11.80 | 18.75 | 63% |
| Returns for 10 years | -31.34 | 34.47 | -91% |
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