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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.52
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
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CLBFX vs DBALX Comparison Chart
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CLBFX vs. DBALX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. DBALX (240M). 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 : 24.60 vs. DBALX (16.31). CLBFX return over 5 years is better than : 42.98 vs. DBALX (26.71).
| 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 | 14.164 | 10.425 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 240M | 98,333% |
| Annual Yield % from dividends | 2.39 | 2.25 | 106% |
| Returns for 1 year | 24.60 | 16.31 | 151% |
| Returns for 3 years | 16.88 | 8.59 | 197% |
| Returns for 5 years | 42.98 | 26.71 | 161% |
| Returns for 10 years | 70.31 | N/A | - |
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