Interact to see
Advertisement
Advertisement
DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.68
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets263.51M
American Funds American Balanced R2
Price$37.43
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets257.73B
DBALX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBALX vs. RLBBX commentary
Sep 06, 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: 258B vs. DBALX (264M). 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 : 8.25 vs. DBALX (4.28). RLBBX return over 5 years is better than : 34.68 vs. DBALX (31.60).
| 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 | 6.645 | 10.206 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 258B | 0% |
| Annual Yield % from dividends | 2.51 | 1.15 | 218% |
| Returns for 1 year | 4.28 | 8.25 | 52% |
| Returns for 3 years | 20.09 | 35.50 | 57% |
| Returns for 5 years | 31.60 | 34.68 | 91% |
| Returns for 10 years | N/A | 69.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement