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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart in %
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BALPX vs. DCMDX commentary
Sep 09, 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 Buy and DCMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.88B vs. DCMDX (256M). DCMDX pays higher dividends than BALPX: DCMDX (12.45) vs BALPX (4.08). BALPX was incepted earlier than DCMDX: BALPX (18 years) vs DCMDX (17 years). DCMDX (3.38) is less costly to investors than BALPX (1.60). DCMDX is a more actively managed with annual turnover of: 209.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than DCMDX: BALPX (1000) vs DCMDX (5000). DCMDX annual gain was more profitable for investors over the last year : 9.63 vs. BALPX (6.49). BALPX return over 5 years is better than : 15.37 vs. DCMDX (1.50).
| BALPX | DCMDX | BALPX / DCMDX | |
| Total Expense Ratio | 1.51 | 3.38 | 45% |
| Annual Report Gross Expense Ratio | 1.60 | 3.38 | 47% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 6.539 | 5.303 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 256M | 1,904% |
| Annual Yield % from dividends | 4.08 | 12.45 | 33% |
| Returns for 1 year | 6.49 | 9.63 | 67% |
| Returns for 3 years | 11.57 | 9.88 | 117% |
| Returns for 5 years | 15.37 | 1.50 | 1,025% |
| Returns for 10 years | 20.54 | -17.69 | -116% |
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