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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Davenport Balanced Income
Price$13.92
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets282.17M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Feb 04, 2026
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 Hold and DBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. DBALX (282M). DBALX pays higher dividends than BALCX: DBALX (2.52) vs BALCX (1.25). 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 : 10.51 vs. DBALX (8.54). BALCX return over 5 years is better than : 31.49 vs. DBALX (23.53).
| 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 | 2.396 | 2.959 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 282M | 95,745% |
| Annual Yield % from dividends | 1.25 | 2.52 | 50% |
| Returns for 1 year | 10.51 | 8.54 | 123% |
| Returns for 3 years | 33.72 | 21.12 | 160% |
| Returns for 5 years | 31.49 | 23.53 | 134% |
| Returns for 10 years | 79.52 | 73.18 | 109% |
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