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BALPX vs DNMDX
BALPX vs DNMDX Comparison Chart
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BALPX vs. DNMDX commentary
Apr 04, 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 Hold and DNMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. DNMDX (236M). DNMDX pays higher dividends than BALPX: DNMDX (8.07) vs BALPX (1.40). BALPX was incepted earlier than DNMDX: BALPX (17 years) vs DNMDX (17 years). DNMDX (2.03) 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 : 6.75 vs. BALPX (3.02). BALPX return over 5 years is better than : 16.29 vs. DNMDX (6.87).
| BALPX | DNMDX | BALPX / DNMDX | |
| Total Expense Ratio | 1.51 | 2.03 | 74% |
| Annual Report Gross Expense Ratio | 1.60 | 2.03 | 79% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.788 | 1.398 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 236M | 1,942% |
| Annual Yield % from dividends | 1.40 | 8.07 | 17% |
| Returns for 1 year | 3.02 | 6.75 | 45% |
| Returns for 3 years | 6.37 | 8.95 | 71% |
| Returns for 5 years | 16.29 | 6.87 | 237% |
| Returns for 10 years | -30.67 | -10.10 | 304% |
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