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BALPX vs DEVDX
BALPX vs DEVDX Comparison Chart
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BALPX vs. DEVDX commentary
Jun 14, 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 DEVDX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. DEVDX (118M). DEVDX (1.40) and BALPX (1.36) have matching dividends . 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 : 5.58 vs. DEVDX (0.68). DEVDX return over 5 years is better than : 14.71 vs. BALPX (11.52).
| 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 | 4.101 | -2.705 | -152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 118M | 3,881% |
| Annual Yield % from dividends | 1.36 | 1.40 | 97% |
| Returns for 1 year | 5.58 | 0.68 | 816% |
| Returns for 3 years | 12.57 | 8.37 | 150% |
| Returns for 5 years | 11.52 | 14.71 | 78% |
| Returns for 10 years | -29.71 | 36.95 | -80% |
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