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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Davenport Balanced Income
Price$13.64
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.81M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Sep 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 CLBFX is a Hold and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. DBALX (267M). DBALX pays higher dividends than CLBFX: DBALX (2.51) vs CLBFX (1.94). CLBFX was incepted earlier than DBALX: CLBFX (23 years) vs DBALX (10 years). DBALX (0.93) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). 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 : 7.92 vs. DBALX (4.13). CLBFX return over 5 years is better than : 46.68 vs. DBALX (34.94).
| CLBFX | DBALX | CLBFX / DBALX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.614 | 7.697 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 267M | 98,502% |
| Annual Yield % from dividends | 1.94 | 2.51 | 78% |
| Returns for 1 year | 7.92 | 4.13 | 192% |
| Returns for 3 years | 51.39 | 28.26 | 182% |
| Returns for 5 years | 46.68 | 34.94 | 134% |
| Returns for 10 years | 98.98 | N/A | - |
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