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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Davenport Balanced Income
Price$13.44
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets252.99M
CLBCX vs DBALX Comparison Chart
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CLBCX vs. DBALX commentary
Jun 15, 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: 244B vs. DBALX (253M). DBALX pays higher dividends than CLBCX: DBALX (2.51) vs CLBCX (1.18). CLBCX was incepted earlier than DBALX: CLBCX (23 years) vs DBALX (9 years). CLBCX (1.35) is less costly to investors than DBALX (0.93). DBALX (45.00) and CLBCX (44.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than DBALX: CLBCX (250) vs DBALX (5000). DBALX annual gain was more profitable for investors over the last year : 7.65 vs. CLBCX (4.49). DBALX (36.44) and CLBCX (34.93) 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 | 9 years | - |
| Gain YTD | 4.067 | 4.285 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 253M | 96,443% |
| Annual Yield % from dividends | 1.18 | 2.51 | 47% |
| Returns for 1 year | 4.49 | 7.65 | 59% |
| Returns for 3 years | 30.63 | 16.35 | 187% |
| Returns for 5 years | 34.93 | 36.44 | 96% |
| Returns for 10 years | 57.89 | N/A | - |
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