CLBCX
Price
$38.75
Change
+$0.11 (+0.28%)
Updated
Nov 19 closing price
Net Assets
262.74B
DBALX
Price
$13.63
Change
-$0.01 (-0.07%)
Updated
Nov 19 closing price
Net Assets
268.76M
Interact to see
Advertisement

CLBCX vs DBALX

Header iconCLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALXBanner chart's image
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Davenport Balanced Income
Price$13.63
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets268.76M
CLBCX vs DBALX Comparison Chart in %
View a ticker or compare two or three
VS
CLBCX vs. DBALX commentary
Nov 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 CLBCX is a Hold and DBALX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. DBALX (269M). DBALX pays higher dividends than CLBCX: DBALX (2.55) vs CLBCX (1.04). CLBCX was incepted earlier than DBALX: CLBCX (24 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 : 8.18 vs. DBALX (3.14). CLBCX return over 5 years is better than : 35.38 vs. DBALX (25.99).
CLBCXDBALXCLBCX / DBALX
Total Expense Ratio1.350.93145%
Annual Report Gross Expense Ratio1.350.93145%
Fund Existence24 years10 years-
Gain YTD13.2697.148186%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets263B269M97,770%
Annual Yield % from dividends1.042.5541%
Returns for 1 year8.183.14260%
Returns for 3 years38.5121.48179%
Returns for 5 years35.3825.99136%
Returns for 10 years70.03N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GLNNX24.190.05
+0.21%
MFS Global New Discovery R6
JUSSX18.750.03
+0.16%
JPMorgan US Small Company L
VQNPX71.34N/A
N/A
Vanguard Growth & Income Inv
NBGUX32.69N/A
N/A
Neuberger Berman Large Cap Growth Adv
DEMGX13.32-0.01
-0.08%
DFA Emerging Markets Trgt Val Instl