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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
Davenport Balanced Income
Price$13.71
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets262.85M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Jul 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: 254B vs. DBALX (263M). DBALX pays higher dividends than CLBFX: DBALX (2.57) vs CLBFX (1.99). 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 : 10.40 vs. DBALX (7.96). CLBFX return over 5 years is better than : 42.59 vs. DBALX (36.03).
| 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 | 9.111 | 6.879 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 263M | 96,578% |
| Annual Yield % from dividends | 1.99 | 2.57 | 77% |
| Returns for 1 year | 10.40 | 7.96 | 131% |
| Returns for 3 years | 36.42 | 18.80 | 194% |
| Returns for 5 years | 42.59 | 36.03 | 118% |
| Returns for 10 years | 81.10 | N/A | - |
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