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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.71
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets262.85M
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
DBALX vs RLBBX Comparison Chart in %
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DBALX vs. RLBBX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 254B vs. DBALX (263M). DBALX pays higher dividends than RLBBX: DBALX (2.57) vs RLBBX (1.17). 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 : 9.41 vs. DBALX (7.96). DBALX (36.03) and RLBBX (35.33) have equivalent 5 years return.
| 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 | 6.879 | 8.557 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 254B | 0% |
| Annual Yield % from dividends | 2.57 | 1.17 | 219% |
| Returns for 1 year | 7.96 | 9.41 | 85% |
| Returns for 3 years | 18.80 | 32.13 | 59% |
| Returns for 5 years | 36.03 | 35.33 | 102% |
| Returns for 10 years | N/A | 58.04 | - |
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