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BALPX vs DNMDX
BALPX vs DNMDX Comparison Chart in %
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BALPX vs. DNMDX commentary
Sep 18, 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 DNMDX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. DNMDX (256M). DNMDX pays higher dividends than BALPX: DNMDX (7.55) vs BALPX (4.08). BALPX was incepted earlier than DNMDX: BALPX (18 years) vs DNMDX (17 years). DNMDX (2.38) is less costly to investors than BALPX (1.60). DNMDX is a more actively managed with annual turnover of: 209.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than DNMDX: BALPX (1000) vs DNMDX (100000). DNMDX annual gain was more profitable for investors over the last year : 9.68 vs. BALPX (5.40). BALPX return over 5 years is better than : 14.64 vs. DNMDX (10.10).
| BALPX | DNMDX | BALPX / DNMDX | |
| Total Expense Ratio | 1.51 | 2.38 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 2.38 | 67% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 6.215 | 5.909 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 256M | 1,903% |
| Annual Yield % from dividends | 4.08 | 7.55 | 54% |
| Returns for 1 year | 5.40 | 9.68 | 56% |
| Returns for 3 years | 12.17 | 14.51 | 84% |
| Returns for 5 years | 14.64 | 10.10 | 145% |
| Returns for 10 years | 20.58 | -0.22 | -9,524% |
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