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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Davenport Balanced Income
Price$13.64
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets262.16M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Aug 16, 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: 256B vs. DBALX (262M). DBALX pays higher dividends than CLBFX: DBALX (2.56) vs CLBFX (1.97). 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 : 8.11 vs. DBALX (6.11). CLBFX return over 5 years is better than : 40.98 vs. DBALX (31.57).
| 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 | 9.847 | 6.254 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 262M | 97,710% |
| Annual Yield % from dividends | 1.97 | 2.56 | 77% |
| Returns for 1 year | 8.11 | 6.11 | 133% |
| Returns for 3 years | 31.15 | 14.31 | 218% |
| Returns for 5 years | 40.98 | 31.57 | 130% |
| Returns for 10 years | 82.32 | N/A | - |