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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.64
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets266.81M
American Funds American Balanced R4
Price$38.33
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
DBALX vs RLBEX Comparison Chart in %
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DBALX vs. RLBEX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. DBALX (267M). 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 : 8.12 vs. DBALX (4.13). RLBEX return over 5 years is better than : 44.03 vs. DBALX (34.94).
| 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 | 7.697 | 12.835 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 263B | 0% |
| Annual Yield % from dividends | 2.51 | 1.79 | 140% |
| Returns for 1 year | 4.13 | 8.12 | 51% |
| Returns for 3 years | 28.26 | 50.42 | 56% |
| Returns for 5 years | 34.94 | 44.03 | 79% |
| Returns for 10 years | N/A | 85.00 | - |
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