Interact to see
Advertisement
Advertisement
DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.44
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets252.99M
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
DBALX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBALX vs. RLBBX 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 DBALX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. DBALX (253M). DBALX pays higher dividends than RLBBX: DBALX (2.51) vs RLBBX (1.23). DBALX was incepted earlier than RLBBX: DBALX (9 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than DBALX (0.93). DBALX (45.00) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than DBALX: RLBBX (250) vs DBALX (5000). DBALX annual gain was more profitable for investors over the last year : 7.65 vs. RLBBX (4.47). DBALX return over 5 years is better than : 36.44 vs. RLBBX (34.04).
| DBALX | RLBBX | DBALX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.32 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.32 | 70% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.285 | 4.082 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 244B | 0% |
| Annual Yield % from dividends | 2.51 | 1.23 | 204% |
| Returns for 1 year | 7.65 | 4.47 | 171% |
| Returns for 3 years | 16.35 | 30.06 | 54% |
| Returns for 5 years | 36.44 | 34.04 | 107% |
| Returns for 10 years | N/A | 51.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement