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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.68
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets263.51M
American Funds American Balanced R4
Price$37.73
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
DBALX vs RLBEX Comparison Chart in %
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DBALX vs. RLBEX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 258B vs. DBALX (264M). DBALX pays higher dividends than RLBEX: DBALX (2.51) vs RLBEX (1.79). DBALX was incepted earlier than RLBEX: DBALX (10 years) vs RLBEX (23 years). DBALX (0.93) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). RLBEX has a lower initial minimum investment than DBALX: RLBEX (250) vs DBALX (5000). RLBEX annual gain was more profitable for investors over the last year : 9.08 vs. DBALX (4.28). RLBEX return over 5 years is better than : 38.95 vs. DBALX (31.60).
| DBALX | RLBEX | DBALX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.59 | 158% |
| Annual Report Gross Expense Ratio | 0.93 | 0.59 | 158% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 6.645 | 10.764 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 258B | 0% |
| Annual Yield % from dividends | 2.51 | 1.79 | 140% |
| Returns for 1 year | 4.28 | 9.08 | 47% |
| Returns for 3 years | 20.09 | 38.19 | 53% |
| Returns for 5 years | 31.60 | 38.95 | 81% |
| Returns for 10 years | N/A | 79.14 | - |
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