BALPX
Price
$9.83
Change
+$0.02 (+0.20%)
Updated
Jul 25 closing price
Net Assets
4.82B
DAMDX
Price
$27.30
Change
-$0.01 (-0.04%)
Updated
Jul 25 closing price
Net Assets
246.71M
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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$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets4.82B
Dunham Monthly Distribution A
Price$27.30
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets246.71M
BALPX vs DAMDX Comparison Chart in %
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BALPX vs. DAMDX commentary
Jul 27, 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: 4.82B vs. DAMDX (247M). 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 : 8.12 vs. BALPX (6.49). BALPX return over 5 years is better than : 16.03 vs. DAMDX (7.30).
BALPXDAMDXBALPX / DAMDX
Total Expense Ratio1.512.6357%
Annual Report Gross Expense Ratio1.602.6361%
Fund Existence18 years17 years-
Gain YTD6.2154.721132%
Front Load5%6%91%
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets4.82B247M1,951%
Annual Yield % from dividends1.348.2516%
Returns for 1 year6.498.1280%
Returns for 3 years13.0114.0293%
Returns for 5 years16.037.30220%
Returns for 10 years19.10-7.05-271%
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