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BALPX vs DNMDX
BALPX vs DNMDX Comparison Chart in %
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BALPX vs. DNMDX commentary
Jul 28, 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 DNMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.82B vs. DNMDX (247M). DNMDX pays higher dividends than BALPX: DNMDX (7.72) vs BALPX (1.34). 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 : 8.38 vs. BALPX (6.49). BALPX return over 5 years is better than : 16.03 vs. DNMDX (9.10).
| 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 | 4.886 | 127% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 247M | 1,951% |
| Annual Yield % from dividends | 1.34 | 7.72 | 17% |
| Returns for 1 year | 6.49 | 8.38 | 77% |
| Returns for 3 years | 13.01 | 15.04 | 87% |
| Returns for 5 years | 16.03 | 9.10 | 176% |
| Returns for 10 years | 19.10 | -3.69 | -517% |
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