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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$12.66
Change-$0.17 (-1.33%)
VolumeN/A
Net Assets238.92M
American Funds American Balanced R2
Price$32.48
Change-$0.71 (-2.14%)
VolumeN/A
Net Assets228.54B
DBALX vs RLBBX Comparison Chart
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DBALX vs. RLBBX commentary
Apr 11, 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: 229B vs. DBALX (239M). DBALX pays higher dividends than RLBBX: DBALX (2.52) vs RLBBX (1.27). DBALX was incepted earlier than RLBBX: DBALX (9 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than DBALX (0.93). RLBBX is a more actively managed with annual turnover of: 171.00 vs. DBALX (45.00). 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 : 4.56 vs. RLBBX (1.57). DBALX return over 5 years is better than : 36.25 vs. RLBBX (32.58).
| DBALX | RLBBX | DBALX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.33 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.33 | 70% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.448 | -2.402 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 229B | 0% |
| Annual Yield % from dividends | 2.52 | 1.27 | 198% |
| Returns for 1 year | 4.56 | 1.57 | 291% |
| Returns for 3 years | 1.99 | 9.45 | 21% |
| Returns for 5 years | 36.25 | 32.58 | 111% |
| Returns for 10 years | N/A | 41.45 | - |
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