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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.64
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets262.16M
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DBALX vs RLBBX Comparison Chart in %
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DBALX vs. RLBBX commentary
Aug 16, 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: 256B vs. DBALX (262M). DBALX pays higher dividends than RLBBX: DBALX (2.56) vs RLBBX (1.16). 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 : 7.14 vs. DBALX (6.11). RLBBX return over 5 years is better than : 33.77 vs. DBALX (31.57).
| 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 | 6.254 | 9.234 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 256B | 0% |
| Annual Yield % from dividends | 2.56 | 1.16 | 220% |
| Returns for 1 year | 6.11 | 7.14 | 86% |
| Returns for 3 years | 14.31 | 27.06 | 53% |
| Returns for 5 years | 31.57 | 33.77 | 93% |
| Returns for 10 years | N/A | 59.09 | - |
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