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BALPX vs DCMDX
BALPX vs DCMDX Comparison Chart in %
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BALPX vs. DCMDX 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 DCMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.82B vs. DCMDX (247M). DCMDX pays higher dividends than BALPX: DCMDX (12.61) vs BALPX (1.34). 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 (32.00). 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 : 7.31 vs. BALPX (6.49). BALPX return over 5 years is better than : 16.03 vs. DCMDX (0.16).
| 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 | 6.215 | 4.339 | 143% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 247M | 1,951% |
| Annual Yield % from dividends | 1.34 | 12.61 | 11% |
| Returns for 1 year | 6.49 | 7.31 | 89% |
| Returns for 3 years | 13.01 | 10.49 | 124% |
| Returns for 5 years | 16.03 | 0.16 | 9,987% |
| Returns for 10 years | 19.10 | -20.74 | -92% |
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