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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.36
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets245.66M
American Funds American Balanced R2
Price$33.83
Change-$0.51 (-1.49%)
VolumeN/A
Net Assets237.28B
DBALX vs RLBBX Comparison Chart
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DBALX vs. RLBBX commentary
Mar 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 DBALX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 237B vs. DBALX (246M). DBALX pays higher dividends than RLBBX: DBALX (2.42) vs RLBBX (1.25). DBALX was incepted earlier than RLBBX: DBALX (9 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than DBALX (0.93). RLBBX is a more actively managed with annual turnover of: 171.00 vs. DBALX (45.00). 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 : 8.39 vs. RLBBX (4.35). RLBBX (30.40) and DBALX (29.63) have equivalent 5 years return.
| DBALX | RLBBX | DBALX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.33 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.33 | 70% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.392 | 0.852 | 398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 237B | 0% |
| Annual Yield % from dividends | 2.42 | 1.25 | 194% |
| Returns for 1 year | 8.39 | 4.35 | 193% |
| Returns for 3 years | 7.66 | 15.41 | 50% |
| Returns for 5 years | 29.63 | 30.40 | 97% |
| Returns for 10 years | N/A | 47.30 | - |