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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$37.73
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
Davenport Balanced Income
Price$13.68
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets263.51M
CLBCX vs DBALX Comparison Chart in %
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CLBCX vs. DBALX commentary
Sep 06, 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: 258B vs. DBALX (264M). 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 : 8.27 vs. DBALX (4.28). CLBCX return over 5 years is better than : 35.58 vs. DBALX (31.60).
| 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 | 10.201 | 6.645 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 264M | 97,727% |
| Annual Yield % from dividends | 1.11 | 2.51 | 44% |
| Returns for 1 year | 8.27 | 4.28 | 193% |
| Returns for 3 years | 36.12 | 20.09 | 180% |
| Returns for 5 years | 35.58 | 31.60 | 113% |
| Returns for 10 years | 76.39 | N/A | - |
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