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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$34.80
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
Davenport Balanced Income
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets246.89M
CLBCX vs DBALX Comparison Chart
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CLBCX vs. DBALX commentary
May 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 Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. DBALX (247M). DBALX pays higher dividends than CLBCX: DBALX (2.55) vs CLBCX (1.23). CLBCX was incepted earlier than DBALX: CLBCX (23 years) vs DBALX (9 years). CLBCX (1.35) is less costly to investors than DBALX (0.93). DBALX (45.00) and CLBCX (44.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than DBALX: CLBCX (250) vs DBALX (5000). DBALX annual gain was more profitable for investors over the last year : 5.41 vs. CLBCX (4.46). DBALX return over 5 years is better than : 38.24 vs. CLBCX (34.45).
| CLBCX | DBALX | CLBCX / DBALX | |
| Total Expense Ratio | 1.35 | 0.93 | 145% |
| Annual Report Gross Expense Ratio | 1.35 | 0.93 | 145% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.524 | 2.268 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 247M | 95,951% |
| Annual Yield % from dividends | 1.23 | 2.55 | 48% |
| Returns for 1 year | 4.46 | 5.41 | 82% |
| Returns for 3 years | 20.70 | 9.07 | 228% |
| Returns for 5 years | 34.45 | 38.24 | 90% |
| Returns for 10 years | 53.10 | N/A | - |
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