BALPX
Price
$9.53
Change
-$0.00 (-0.00%)
Updated
Mar 1, 6:59 PM EST
DNMDX
Price
$29.22
Change
+$0.06 (+0.21%)
Updated
Mar 1, 6:59 PM EST
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Compare trend and price BALPX vs DNMDX

Header iconBALPX vs DNMDX Comparison
Open Charts BALPX vs DNMDXBanner chart's image
BlackRock Event Driven Equity Inv A
Price$9.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Dunham Monthly Distribution N
Price$29.22
Change+$0.06 (+0.21%)
VolumeN/A
CapitalizationN/A
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BALPX vs DNMDX Comparison Chart

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VS
BALPX vs. DNMDX commentary
Mar 03, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 5.64B vs. DNMDX (169M). DNMDX pays higher dividends than BALPX: DNMDX (8.56) vs BALPX (1.93). BALPX was incepted earlier than DNMDX: BALPX (16 years) vs DNMDX (15 years). DNMDX (1.93) is less costly to investors than BALPX (1.58). DNMDX is a more actively managed with annual turnover of: 192.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than DNMDX: BALPX (1000) vs DNMDX (100000). DNMDX IRA initial investment is lower compared to BALPX: DNMDX (50000) vs BALPX (1000). BALPX (4.69) and DNMDX (4.52) have marching annual gain over last year. BALPX return over 5 years is better than : 8.23 vs. DNMDX (-6.45).
BALPXDNMDXBALPX / DNMDX
Total Expense Ratio1.511.9378%
Annual Report Gross Expense Ratio1.581.9382%
Fund Existence16 years15 years-
Gain YTD0.315-0.341-93%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRA1000500002%
Net Assets5.64B169M3,337%
Annual Yield % from dividends1.938.5623%
Returns for 1 year4.694.52104%
Returns for 3 years2.54-3.65-70%
Returns for 5 years8.23-6.45-128%
Returns for 10 years-28.15-13.87203%
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