Interact to see
Advertisement
Advertisement
CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$34.74
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
CLBFX vs DBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX 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 CLBFX is a Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 237B vs. DBALX (247M). DBALX pays higher dividends than CLBFX: DBALX (2.55) vs CLBFX (2.15). CLBFX was incepted earlier than DBALX: CLBFX (23 years) vs DBALX (9 years). DBALX (0.93) is less costly to investors than CLBFX (0.67). DBALX (45.00) and CLBFX (44.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than DBALX: CLBFX (250) vs DBALX (5000). DBALX (5.41) and CLBFX (5.38) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.81 vs. DBALX (38.24).
| 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 | 9 years | - |
| Gain YTD | 1.903 | 2.268 | 84% |
| 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 | 2.15 | 2.55 | 84% |
| Returns for 1 year | 5.38 | 5.41 | 99% |
| Returns for 3 years | 24.08 | 9.07 | 265% |
| Returns for 5 years | 40.81 | 38.24 | 107% |
| Returns for 10 years | 68.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement