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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Davenport Balanced Income
Price$13.03
Change-$0.22 (-1.66%)
VolumeN/A
CapitalizationN/A
CLBFX vs DBALX Comparison Chart
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CLBFX vs. DBALX commentary
Dec 19, 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 Hold and DBALX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. DBALX (239M). 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 : 12.67 vs. DBALX (9.30). CLBFX return over 5 years is better than : 35.48 vs. DBALX (20.20).
| 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 | 11.647 | 8.220 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 239M | 100,837% |
| Annual Yield % from dividends | 2.39 | 2.25 | 106% |
| Returns for 1 year | 12.67 | 9.30 | 136% |
| Returns for 3 years | 13.69 | 3.45 | 397% |
| Returns for 5 years | 35.48 | 20.20 | 176% |
| Returns for 10 years | 61.86 | N/A | - |
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