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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.57
Change-$0.05 (-0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.82
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
DBALX vs RLBBX Comparison Chart
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DBALX vs. RLBBX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. DBALX (241M). DBALX pays higher dividends than RLBBX: DBALX (2.25) vs RLBBX (1.58). DBALX was incepted earlier than RLBBX: DBALX (9 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. DBALX (24.00). 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 : 20.00 vs. DBALX (16.74). RLBBX return over 5 years is better than : 30.90 vs. DBALX (24.02).
| DBALX | RLBBX | DBALX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 10.834 | 13.314 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 236B | 0% |
| Annual Yield % from dividends | 2.25 | 1.58 | 142% |
| Returns for 1 year | 16.74 | 20.00 | 84% |
| Returns for 3 years | 3.96 | 8.71 | 46% |
| Returns for 5 years | 24.02 | 30.90 | 78% |
| Returns for 10 years | N/A | 44.74 | - |
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