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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.57
Change-$0.05 (-0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.07
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
DBALX vs RLBEX Comparison Chart
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DBALX vs. RLBEX commentary
Nov 18, 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 Buy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. DBALX (241M). DBALX (2.25) and RLBEX (2.24) have matching dividends . DBALX was incepted earlier than RLBEX: DBALX (9 years) vs RLBEX (22 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 : 20.89 vs. DBALX (16.74). RLBEX return over 5 years is better than : 35.63 vs. DBALX (24.02).
| DBALX | RLBEX | DBALX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.834 | 14.028 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 236B | 0% |
| Annual Yield % from dividends | 2.25 | 2.24 | 100% |
| Returns for 1 year | 16.74 | 20.89 | 80% |
| Returns for 3 years | 3.96 | 10.45 | 38% |
| Returns for 5 years | 24.02 | 35.63 | 67% |
| Returns for 10 years | N/A | 52.55 | - |
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