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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Davenport Balanced Income
Price$13.64
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets262.16M
CLBCX vs DBALX Comparison Chart in %
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CLBCX vs. DBALX commentary
Aug 16, 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: 256B vs. DBALX (262M). DBALX pays higher dividends than CLBCX: DBALX (2.56) vs CLBCX (1.12). 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 : 7.14 vs. DBALX (6.11). CLBCX return over 5 years is better than : 34.64 vs. DBALX (31.57).
| 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 | 9.208 | 6.254 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 262M | 97,710% |
| Annual Yield % from dividends | 1.12 | 2.56 | 44% |
| Returns for 1 year | 7.14 | 6.11 | 117% |
| Returns for 3 years | 27.58 | 14.31 | 193% |
| Returns for 5 years | 34.64 | 31.57 | 110% |
| Returns for 10 years | 65.77 | N/A | - |
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