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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Davenport Balanced Income
Price$13.78
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets278.95M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. DBALX (279M). DBALX pays higher dividends than BALCX: DBALX (2.58) vs BALCX (1.28). 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 : 13.38 vs. DBALX (9.36). BALCX return over 5 years is better than : 32.47 vs. DBALX (22.98).
| 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 | 2.315 | 1.923 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 279M | 96,774% |
| Annual Yield % from dividends | 1.28 | 2.58 | 50% |
| Returns for 1 year | 13.38 | 9.36 | 143% |
| Returns for 3 years | 34.71 | 21.37 | 162% |
| Returns for 5 years | 32.47 | 22.98 | 141% |
| Returns for 10 years | 80.41 | 73.58 | 109% |
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