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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.64
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.81M
American Funds American Balanced R2
Price$38.08
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
DBALX vs RLBBX Comparison Chart in %
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DBALX vs. RLBBX commentary
Sep 26, 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 DBALX is a Buy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. DBALX (267M). DBALX pays higher dividends than RLBBX: DBALX (2.51) vs RLBBX (1.15). DBALX was incepted earlier than RLBBX: DBALX (10 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than DBALX (0.93). RLBBX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). RLBBX has a lower initial minimum investment than DBALX: RLBBX (250) vs DBALX (5000). RLBBX annual gain was more profitable for investors over the last year : 7.29 vs. DBALX (4.13). RLBBX return over 5 years is better than : 39.63 vs. DBALX (34.94).
| DBALX | RLBBX | DBALX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.32 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.32 | 70% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.697 | 12.229 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 263B | 0% |
| Annual Yield % from dividends | 2.51 | 1.15 | 218% |
| Returns for 1 year | 4.13 | 7.29 | 57% |
| Returns for 3 years | 28.26 | 47.33 | 60% |
| Returns for 5 years | 34.94 | 39.63 | 88% |
| Returns for 10 years | N/A | 74.54 | - |
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