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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.70
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets269.77M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
DBALX vs RLBBX Comparison Chart in %
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DBALX vs. RLBBX commentary
Oct 19, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. DBALX (270M). DBALX pays higher dividends than RLBBX: DBALX (2.53) vs RLBBX (1.11). 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 : 7.84 vs. DBALX (2.84). RLBBX return over 5 years is better than : 37.69 vs. DBALX (30.56).
| 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 | 7.619 | 13.938 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 266B | 0% |
| Annual Yield % from dividends | 2.53 | 1.11 | 229% |
| Returns for 1 year | 2.84 | 7.84 | 36% |
| Returns for 3 years | 26.62 | 47.43 | 56% |
| Returns for 5 years | 30.56 | 37.69 | 81% |
| Returns for 10 years | N/A | 67.64 | - |
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