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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Davenport Balanced Income
Price$12.66
Change-$0.17 (-1.33%)
VolumeN/A
Net Assets238.92M
CLBFX vs DBALX Comparison Chart
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CLBFX vs. DBALX commentary
Apr 11, 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: 229B vs. DBALX (239M). DBALX pays higher dividends than CLBFX: DBALX (2.52) vs CLBFX (2.14). CLBFX was incepted earlier than DBALX: CLBFX (23 years) vs DBALX (9 years). DBALX (0.93) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. DBALX (45.00). 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 : 4.56 vs. CLBFX (2.47). CLBFX return over 5 years is better than : 39.71 vs. DBALX (36.25).
| CLBFX | DBALX | CLBFX / DBALX | |
| Total Expense Ratio | 0.68 | 0.93 | 73% |
| Annual Report Gross Expense Ratio | 0.68 | 0.93 | 73% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -2.174 | -0.448 | 485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 239M | 95,816% |
| Annual Yield % from dividends | 2.14 | 2.52 | 85% |
| Returns for 1 year | 2.47 | 4.56 | 54% |
| Returns for 3 years | 13.09 | 1.99 | 658% |
| Returns for 5 years | 39.71 | 36.25 | 110% |
| Returns for 10 years | 62.36 | N/A | - |
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