Ad is loading...
DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets239.14M
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets238.66B
DBALX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBALX vs. RLBBX commentary
Jan 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 239B vs. DBALX (239M). 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 : 11.43 vs. DBALX (9.57). RLBBX return over 5 years is better than : 25.81 vs. DBALX (17.84).
| 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 | 1.388 | 1.909 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 239B | 0% |
| Annual Yield % from dividends | 2.25 | 1.58 | 142% |
| Returns for 1 year | 9.57 | 11.43 | 84% |
| Returns for 3 years | 1.96 | 10.54 | 19% |
| Returns for 5 years | 17.84 | 25.81 | 69% |
| Returns for 10 years | N/A | 49.88 | - |