BALPX
Price
$10.03
Change
+$0.01 (+0.10%)
Updated
Jul 3 closing price
Net Assets
4.58B
DAMDX
Price
$27.21
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
243.11M
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BALPX vs DAMDX

Header iconBALPX vs DAMDX Comparison
Open Charts BALPX vs DAMDXBanner chart's image
BlackRock Event Driven Equity Inv A
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets4.58B
Dunham Monthly Distribution A
Price$27.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets243.11M
BALPX vs DAMDX Comparison Chart in %
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BALPX vs. DAMDX commentary
Jul 06, 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 BALPX is a StrongBuy and DAMDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. DAMDX (243M). DAMDX pays higher dividends than BALPX: DAMDX (8.25) vs BALPX (1.34). BALPX was incepted earlier than DAMDX: BALPX (18 years) vs DAMDX (17 years). DAMDX (2.63) is less costly to investors than BALPX (1.60). DAMDX is a more actively managed with annual turnover of: 209.00 vs. BALPX (32.00). DAMDX initial investment is less costly to investors than BALPX (5%) vs BALPX (5%). BALPX has a lower initial minimum investment than DAMDX: BALPX (1000) vs DAMDX (5000). DAMDX annual gain was more profitable for investors over the last year : 8.99 vs. BALPX (6.74). BALPX return over 5 years is better than : 12.50 vs. DAMDX (7.39).
BALPXDAMDXBALPX / DAMDX
Total Expense Ratio1.512.6357%
Annual Report Gross Expense Ratio1.602.6361%
Fund Existence18 years17 years-
Gain YTD5.4684.375125%
Front Load5%6%91%
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B243M1,884%
Annual Yield % from dividends1.348.2516%
Returns for 1 year6.748.9975%
Returns for 3 years12.7014.4588%
Returns for 5 years12.507.39169%
Returns for 10 years-28.06-8.53329%
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