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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets246.89M
American Funds American Balanced R2
Price$34.53
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
DBALX vs RLBBX Comparison Chart
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DBALX vs. RLBBX commentary
May 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: 237B vs. DBALX (247M). DBALX pays higher dividends than RLBBX: DBALX (2.55) vs RLBBX (1.27). 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 : 5.41 vs. RLBBX (4.44). DBALX return over 5 years is better than : 38.24 vs. RLBBX (33.58).
| 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 | 2.268 | 1.539 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 237B | 0% |
| Annual Yield % from dividends | 2.55 | 1.27 | 200% |
| Returns for 1 year | 5.41 | 4.44 | 122% |
| Returns for 3 years | 9.07 | 20.04 | 45% |
| Returns for 5 years | 38.24 | 33.58 | 114% |
| Returns for 10 years | N/A | 46.63 | - |