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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.57
Change-$0.05 (-0.37%)
VolumeN/A
CapitalizationN/A
CLBFX vs DBALX Comparison Chart
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CLBFX vs. DBALX commentary
Nov 18, 2024
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 StrongBuy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. DBALX (241M). 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 : 21.04 vs. DBALX (16.74). CLBFX return over 5 years is better than : 38.61 vs. DBALX (24.02).
| 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 | 14.196 | 10.834 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 241M | 97,925% |
| Annual Yield % from dividends | 2.39 | 2.25 | 106% |
| Returns for 1 year | 21.04 | 16.74 | 126% |
| Returns for 3 years | 12.47 | 3.96 | 315% |
| Returns for 5 years | 38.61 | 24.02 | 161% |
| Returns for 10 years | 66.57 | N/A | - |
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