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BALCX vs DBALX
BALCX vs DBALX Comparison
Open Charts BALCX vs DBALX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Davenport Balanced Income
Price$13.73
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets271.96M
BALCX vs DBALX Comparison Chart in %
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BALCX vs. DBALX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. DBALX (272M). DBALX pays higher dividends than BALCX: DBALX (2.55) vs BALCX (1.10). 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 : 7.94 vs. DBALX (3.29). BALCX return over 5 years is better than : 35.35 vs. DBALX (27.03).
| 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 | 14.101 | 7.855 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 272M | 98,897% |
| Annual Yield % from dividends | 1.10 | 2.55 | 43% |
| Returns for 1 year | 7.94 | 3.29 | 241% |
| Returns for 3 years | 39.68 | 22.48 | 177% |
| Returns for 5 years | 35.35 | 27.03 | 131% |
| Returns for 10 years | 66.50 | N/A | - |
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