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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets238.66B
Davenport Balanced Income
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets239.14M
CLBCX vs DBALX Comparison Chart
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CLBCX vs. DBALX commentary
Jan 18, 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: 239B 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 : 11.42 vs. DBALX (9.57). CLBCX return over 5 years is better than : 26.62 vs. DBALX (17.84).
| 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 | 1.894 | 1.388 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 239M | 100,000% |
| Annual Yield % from dividends | 1.52 | 2.25 | 68% |
| Returns for 1 year | 11.42 | 9.57 | 119% |
| Returns for 3 years | 11.24 | 1.96 | 573% |
| Returns for 5 years | 26.62 | 17.84 | 149% |
| Returns for 10 years | 56.78 | N/A | - |
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