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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Davenport Balanced Income
Price$13.83
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets272.75M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Dec 05, 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 BALCX is a StrongBuy and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. DBALX (273M). DBALX pays higher dividends than BALCX: DBALX (2.51) vs BALCX (1.08). BALCX was incepted earlier than DBALX: BALCX (25 years) vs DBALX (10 years). BALCX (1.31) is less costly to investors than DBALX (0.93). BALCX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). BALCX has a lower initial minimum investment than DBALX: BALCX (250) vs DBALX (5000). BALCX annual gain was more profitable for investors over the last year : 8.95 vs. DBALX (3.29). BALCX return over 5 years is better than : 34.67 vs. DBALX (24.93).
| BALCX | DBALX | BALCX / DBALX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 16.341 | 8.640 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 273M | 98,535% |
| Annual Yield % from dividends | 1.08 | 2.51 | 43% |
| Returns for 1 year | 8.95 | 3.29 | 272% |
| Returns for 3 years | 37.95 | 21.46 | 177% |
| Returns for 5 years | 34.67 | 24.93 | 139% |
| Returns for 10 years | 67.52 | N/A | - |
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