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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.36
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets244.76M
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
DBALX vs RLBBX Comparison Chart
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DBALX vs. RLBBX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. DBALX (245M). 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). DBALX annual gain was more profitable for investors over the last year : 9.19 vs. RLBBX (8.38). RLBBX return over 5 years is better than : 26.03 vs. DBALX (20.50).
| 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 | 3.007 | 2.761 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 242B | 0% |
| Annual Yield % from dividends | 2.25 | 1.58 | 142% |
| Returns for 1 year | 9.19 | 8.38 | 110% |
| Returns for 3 years | 7.02 | 15.67 | 45% |
| Returns for 5 years | 20.50 | 26.03 | 79% |
| Returns for 10 years | N/A | 46.57 | - |
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