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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Davenport Balanced Income
Price$12.66
Change-$0.17 (-1.33%)
VolumeN/A
Net Assets238.92M
CLBCX vs DBALX Comparison Chart
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CLBCX vs. DBALX commentary
Apr 11, 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: 229B vs. DBALX (239M). DBALX pays higher dividends than CLBCX: DBALX (2.52) vs CLBCX (1.22). CLBCX was incepted earlier than DBALX: CLBCX (23 years) vs DBALX (9 years). CLBCX (1.37) is less costly to investors than DBALX (0.93). CLBCX is a more actively managed with annual turnover of: 171.00 vs. DBALX (45.00). 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 : 4.56 vs. CLBCX (1.58). DBALX return over 5 years is better than : 36.25 vs. CLBCX (33.41).
| CLBCX | DBALX | CLBCX / DBALX | |
| Total Expense Ratio | 1.37 | 0.93 | 147% |
| Annual Report Gross Expense Ratio | 1.37 | 0.93 | 147% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -2.415 | -0.448 | 539% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 239M | 95,816% |
| Annual Yield % from dividends | 1.22 | 2.52 | 49% |
| Returns for 1 year | 1.58 | 4.56 | 35% |
| Returns for 3 years | 10.06 | 1.99 | 505% |
| Returns for 5 years | 33.41 | 36.25 | 92% |
| Returns for 10 years | 47.63 | N/A | - |
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