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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.36
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets244.76M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
DBALX vs RLBEX Comparison Chart
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DBALX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. DBALX (245M). DBALX (2.25) and RLBEX (2.24) have matching dividends . DBALX was incepted earlier than RLBEX: DBALX (9 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DBALX (24.00). RLBEX has a lower initial minimum investment than DBALX: RLBEX (250) vs DBALX (5000). RLBEX (9.22) and DBALX (9.19) have marching annual gain over last year. RLBEX return over 5 years is better than : 30.07 vs. DBALX (20.50).
| DBALX | RLBEX | DBALX / RLBEX | |
| 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 | 2.889 | 104% |
| 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 | 2.24 | 100% |
| Returns for 1 year | 9.19 | 9.22 | 100% |
| Returns for 3 years | 7.02 | 17.55 | 40% |
| Returns for 5 years | 20.50 | 30.07 | 68% |
| Returns for 10 years | N/A | 54.52 | - |
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