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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Davenport Balanced Income
Price$13.70
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets269.04M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Oct 19, 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 Buy and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. DBALX (269M). DBALX pays higher dividends than BALCX: DBALX (2.53) vs BALCX (1.12). 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 : 7.88 vs. DBALX (2.84). BALCX return over 5 years is better than : 37.80 vs. DBALX (30.56).
| 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 | 13.983 | 7.619 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 269M | 98,513% |
| Annual Yield % from dividends | 1.12 | 2.53 | 44% |
| Returns for 1 year | 7.88 | 2.84 | 278% |
| Returns for 3 years | 47.51 | 26.62 | 178% |
| Returns for 5 years | 37.80 | 30.56 | 124% |
| Returns for 10 years | 67.75 | N/A | - |
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