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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Davenport Balanced Income
Price$13.44
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets252.99M
CLBFX vs DBALX Comparison Chart
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CLBFX vs. DBALX commentary
Jun 15, 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: 244B vs. DBALX (253M). DBALX pays higher dividends than CLBFX: DBALX (2.51) vs CLBFX (2.07). 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 annual gain was more profitable for investors over the last year : 7.65 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. DBALX (36.44).
| 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 | 4.519 | 4.285 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 253M | 96,443% |
| Annual Yield % from dividends | 2.07 | 2.51 | 82% |
| Returns for 1 year | 5.44 | 7.65 | 71% |
| Returns for 3 years | 34.29 | 16.35 | 210% |
| Returns for 5 years | 41.30 | 36.44 | 113% |
| Returns for 10 years | 73.68 | N/A | - |
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