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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.64
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets262.16M
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DBALX vs RLBEX Comparison Chart in %
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DBALX vs. RLBEX commentary
Aug 16, 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: 256B vs. DBALX (262M). DBALX pays higher dividends than RLBEX: DBALX (2.56) vs RLBEX (1.81). 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 : 7.95 vs. DBALX (6.11). RLBEX return over 5 years is better than : 37.99 vs. DBALX (31.57).
| 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 | 6.254 | 9.737 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 256B | 0% |
| Annual Yield % from dividends | 2.56 | 1.81 | 141% |
| Returns for 1 year | 6.11 | 7.95 | 77% |
| Returns for 3 years | 14.31 | 29.52 | 48% |
| Returns for 5 years | 31.57 | 37.99 | 83% |
| Returns for 10 years | N/A | 68.32 | - |
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