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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Davenport Balanced Income
Price$13.36
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets244.76M
CLBFX vs DBALX Comparison Chart
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CLBFX vs. DBALX commentary
Feb 23, 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: 242B vs. DBALX (245M). 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 (9.36) and DBALX (9.19) have marching annual gain over last year. CLBFX return over 5 years is better than : 32.87 vs. DBALX (20.50).
| 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 | 2.894 | 3.007 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 245M | 98,776% |
| Annual Yield % from dividends | 2.39 | 2.25 | 106% |
| Returns for 1 year | 9.36 | 9.19 | 102% |
| Returns for 3 years | 19.64 | 7.02 | 280% |
| Returns for 5 years | 32.87 | 20.50 | 160% |
| Returns for 10 years | 68.67 | N/A | - |
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