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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.03
Change-$0.22 (-1.66%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
DBALX vs RLBEX Comparison Chart
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DBALX vs. RLBEX commentary
Dec 19, 2024
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 StrongSell and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. DBALX (239M). 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 annual gain was more profitable for investors over the last year : 12.54 vs. DBALX (9.30). RLBEX return over 5 years is better than : 32.64 vs. DBALX (20.20).
| 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 | 8.220 | 11.518 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 241B | 0% |
| Annual Yield % from dividends | 2.25 | 2.24 | 100% |
| Returns for 1 year | 9.30 | 12.54 | 74% |
| Returns for 3 years | 3.45 | 11.73 | 29% |
| Returns for 5 years | 20.20 | 32.64 | 62% |
| Returns for 10 years | N/A | 48.28 | - |