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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets246.89M
American Funds American Balanced R4
Price$34.79
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
DBALX vs RLBEX Comparison Chart
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DBALX vs. RLBEX commentary
May 26, 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: 237B vs. DBALX (247M). DBALX pays higher dividends than RLBEX: DBALX (2.55) vs RLBEX (1.98). DBALX was incepted earlier than RLBEX: DBALX (9 years) vs RLBEX (23 years). DBALX (0.93) is less costly to investors than RLBEX (0.59). DBALX (45.00) and RLBEX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than DBALX: RLBEX (250) vs DBALX (5000). DBALX (5.41) and RLBEX (5.22) have marching annual gain over last year. DBALX (38.24) and RLBEX (37.84) have equivalent 5 years return.
| DBALX | RLBEX | DBALX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.59 | 158% |
| Annual Report Gross Expense Ratio | 0.93 | 0.59 | 158% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.268 | 1.830 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 237B | 0% |
| Annual Yield % from dividends | 2.55 | 1.98 | 129% |
| Returns for 1 year | 5.41 | 5.22 | 104% |
| Returns for 3 years | 9.07 | 22.19 | 41% |
| Returns for 5 years | 38.24 | 37.84 | 101% |
| Returns for 10 years | N/A | 54.88 | - |