Interact to see
Advertisement
Advertisement
BALPX vs DAMDX
BALPX vs DAMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALPX vs. DAMDX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. DAMDX (249M). DAMDX pays higher dividends than BALPX: DAMDX (8.36) vs BALPX (1.36). 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 : 9.82 vs. BALPX (5.58). BALPX return over 5 years is better than : 11.52 vs. DAMDX (6.50).
| BALPX | DAMDX | BALPX / DAMDX | |
| Total Expense Ratio | 1.51 | 2.63 | 57% |
| Annual Report Gross Expense Ratio | 1.60 | 2.63 | 61% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 4.101 | 3.379 | 121% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 249M | 1,830% |
| Annual Yield % from dividends | 1.36 | 8.36 | 16% |
| Returns for 1 year | 5.58 | 9.82 | 57% |
| Returns for 3 years | 12.57 | 15.70 | 80% |
| Returns for 5 years | 11.52 | 6.50 | 177% |
| Returns for 10 years | -29.71 | -11.25 | 264% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement