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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
Davenport Balanced Income
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets239.14M
CLBFX vs DBALX Comparison Chart
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CLBFX 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 CLBFX is a Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. DBALX (239M). CLBFX pays higher dividends than DBALX: CLBFX (2.39) vs DBALX (2.25). CLBFX was incepted earlier than DBALX: CLBFX (22 years) vs DBALX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. DBALX (24.00). CLBFX has a lower initial minimum investment than DBALX: CLBFX (250) vs DBALX (5000). CLBFX annual gain was more profitable for investors over the last year : 12.43 vs. DBALX (9.57). CLBFX return over 5 years is better than : 32.62 vs. DBALX (17.84).
| CLBFX | DBALX | CLBFX / DBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.958 | 1.388 | 141% |
| 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 | 2.39 | 2.25 | 106% |
| Returns for 1 year | 12.43 | 9.57 | 130% |
| Returns for 3 years | 14.37 | 1.96 | 732% |
| Returns for 5 years | 32.62 | 17.84 | 183% |
| Returns for 10 years | 72.52 | N/A | - |
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