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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$38.38
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Davenport Balanced Income
Price$13.64
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.81M
CLBCX vs DBALX Comparison Chart in %
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CLBCX vs. DBALX commentary
Sep 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 Hold and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. DBALX (267M). DBALX pays higher dividends than CLBCX: DBALX (2.51) vs CLBCX (1.11). 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 : 7.21 vs. DBALX (4.13). CLBCX return over 5 years is better than : 40.41 vs. DBALX (34.94).
| CLBCX | DBALX | CLBCX / DBALX | |
| Total Expense Ratio | 1.35 | 0.93 | 145% |
| Annual Report Gross Expense Ratio | 1.35 | 0.93 | 145% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 12.100 | 7.697 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 267M | 98,502% |
| Annual Yield % from dividends | 1.11 | 2.51 | 44% |
| Returns for 1 year | 7.21 | 4.13 | 175% |
| Returns for 3 years | 47.67 | 28.26 | 169% |
| Returns for 5 years | 40.41 | 34.94 | 116% |
| Returns for 10 years | 81.32 | N/A | - |
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