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BALPX vs DNMDX
BALPX vs DNMDX Comparison Chart
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BALPX vs. DNMDX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.54B vs. DNMDX (248M). DNMDX pays higher dividends than BALPX: DNMDX (7.93) vs BALPX (1.38). BALPX was incepted earlier than DNMDX: BALPX (17 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 (32.00). 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 : 8.73 vs. BALPX (4.61). BALPX return over 5 years is better than : 11.56 vs. DNMDX (7.75).
| BALPX | DNMDX | BALPX / DNMDX | |
| Total Expense Ratio | 1.51 | 2.38 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 2.38 | 67% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 3.470 | 2.952 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 248M | 1,830% |
| Annual Yield % from dividends | 1.38 | 7.93 | 17% |
| Returns for 1 year | 4.61 | 8.73 | 53% |
| Returns for 3 years | 10.21 | 13.57 | 75% |
| Returns for 5 years | 11.56 | 7.75 | 149% |
| Returns for 10 years | -30.04 | -9.21 | 326% |