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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
Davenport Balanced Income
Price$13.71
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets262.85M
CLBCX vs DBALX Comparison Chart in %
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CLBCX vs. DBALX commentary
Jul 26, 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 CLBCX is a Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. DBALX (263M). DBALX pays higher dividends than CLBCX: DBALX (2.57) vs CLBCX (1.13). CLBCX was incepted earlier than DBALX: CLBCX (23 years) vs DBALX (10 years). CLBCX (1.35) is less costly to investors than DBALX (0.93). CLBCX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). CLBCX has a lower initial minimum investment than DBALX: CLBCX (250) vs DBALX (5000). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. DBALX (7.96). CLBCX (36.20) and DBALX (36.03) have equivalent 5 years return.
| CLBCX | DBALX | CLBCX / DBALX | |
| Total Expense Ratio | 1.35 | 0.93 | 145% |
| Annual Report Gross Expense Ratio | 1.35 | 0.93 | 145% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 8.536 | 6.879 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 263M | 96,578% |
| Annual Yield % from dividends | 1.13 | 2.57 | 44% |
| Returns for 1 year | 9.42 | 7.96 | 118% |
| Returns for 3 years | 32.73 | 18.80 | 174% |
| Returns for 5 years | 36.20 | 36.03 | 100% |
| Returns for 10 years | 64.69 | N/A | - |
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