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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.03
Change-$0.22 (-1.66%)
VolumeN/A
CapitalizationN/A
CLBCX vs DBALX Comparison Chart
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CLBCX vs. DBALX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. DBALX (239M). DBALX pays higher dividends than CLBCX: DBALX (2.25) vs CLBCX (1.52). CLBCX was incepted earlier than DBALX: CLBCX (23 years) vs DBALX (9 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. DBALX (24.00). 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 : 11.92 vs. DBALX (9.30). CLBCX return over 5 years is better than : 29.69 vs. DBALX (20.20).
| CLBCX | DBALX | CLBCX / DBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 10.944 | 8.220 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 239M | 100,837% |
| Annual Yield % from dividends | 1.52 | 2.25 | 68% |
| Returns for 1 year | 11.92 | 9.30 | 128% |
| Returns for 3 years | 10.88 | 3.45 | 315% |
| Returns for 5 years | 29.69 | 20.20 | 147% |
| Returns for 10 years | 47.43 | N/A | - |
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