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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets239.14M
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
DBALX vs RLBEX Comparison Chart
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DBALX vs. RLBEX commentary
Jan 18, 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: 239B 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 : 12.28 vs. DBALX (9.57). RLBEX return over 5 years is better than : 29.82 vs. DBALX (17.84).
| 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 | 1.388 | 1.955 | 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 | 239B | 0% |
| Annual Yield % from dividends | 2.25 | 2.24 | 100% |
| Returns for 1 year | 9.57 | 12.28 | 78% |
| Returns for 3 years | 1.96 | 12.34 | 16% |
| Returns for 5 years | 17.84 | 29.82 | 60% |
| Returns for 10 years | N/A | 58.04 | - |
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