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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$37.68
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
Davenport Balanced Income
Price$13.68
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets263.51M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Sep 06, 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: 258B vs. DBALX (264M). DBALX pays higher dividends than CLBFX: DBALX (2.51) vs CLBFX (1.94). 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 : 9.25 vs. DBALX (4.28). CLBFX return over 5 years is better than : 41.95 vs. DBALX (31.60).
| 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 | 10.906 | 6.645 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 264M | 97,727% |
| Annual Yield % from dividends | 1.94 | 2.51 | 78% |
| Returns for 1 year | 9.25 | 4.28 | 216% |
| Returns for 3 years | 39.92 | 20.09 | 199% |
| Returns for 5 years | 41.95 | 31.60 | 133% |
| Returns for 10 years | 94.01 | N/A | - |
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