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BALPX vs DNMDX
BALPX vs DNMDX Comparison Chart in %
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BALPX vs. DNMDX commentary
Aug 18, 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 DNMDX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. DNMDX (252M). DNMDX pays higher dividends than BALPX: DNMDX (7.60) vs BALPX (4.11). BALPX was incepted earlier than DNMDX: BALPX (18 years) vs DNMDX (17 years). DNMDX (2.38) is less costly to investors than BALPX (1.60). DNMDX is a more actively managed with annual turnover of: 209.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than DNMDX: BALPX (1000) vs DNMDX (100000). DNMDX annual gain was more profitable for investors over the last year : 8.52 vs. BALPX (5.61). BALPX return over 5 years is better than : 14.77 vs. DNMDX (9.79).
| BALPX | DNMDX | BALPX / DNMDX | |
| Total Expense Ratio | 1.51 | 2.38 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 2.38 | 67% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 6.215 | 5.576 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 252M | 1,924% |
| Annual Yield % from dividends | 4.11 | 7.60 | 54% |
| Returns for 1 year | 5.61 | 8.52 | 66% |
| Returns for 3 years | 10.76 | 12.94 | 83% |
| Returns for 5 years | 14.77 | 9.79 | 151% |
| Returns for 10 years | 19.10 | -3.06 | -624% |
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