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BALPX vs DEVDX
BALPX vs DEVDX Comparison Chart in %
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BALPX vs. DEVDX commentary
Aug 20, 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 DEVDX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.86B vs. DEVDX (101M). BALPX pays higher dividends than DEVDX: BALPX (4.11) vs DEVDX (1.35). BALPX was incepted earlier than DEVDX: BALPX (18 years) vs DEVDX (12 years). BALPX (1.60) is less costly to investors than DEVDX (1.43). DEVDX is a more actively managed with annual turnover of: 81.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than DEVDX: BALPX (1000) vs DEVDX (10000). BALPX annual gain was more profitable for investors over the last year : 5.61 vs. DEVDX (1.67). BALPX return over 5 years is better than : 15.00 vs. DEVDX (8.35).
| BALPX | DEVDX | BALPX / DEVDX | |
| Total Expense Ratio | 1.51 | 1.43 | 106% |
| Annual Report Gross Expense Ratio | 1.60 | 1.43 | 112% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 6.431 | -0.239 | -2,694% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 101M | 4,808% |
| Annual Yield % from dividends | 4.11 | 1.35 | 304% |
| Returns for 1 year | 5.61 | 1.67 | 337% |
| Returns for 3 years | 11.69 | 11.21 | 104% |
| Returns for 5 years | 15.00 | 8.35 | 180% |
| Returns for 10 years | 21.24 | 44.69 | 48% |
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