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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.71
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets262.85M
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
DBALX vs RLBEX Comparison Chart in %
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DBALX vs. RLBEX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. DBALX (263M). DBALX pays higher dividends than RLBEX: DBALX (2.57) vs RLBEX (1.83). 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 : 10.25 vs. DBALX (7.96). RLBEX return over 5 years is better than : 39.56 vs. DBALX (36.03).
| 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 | 6.879 | 9.003 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 254B | 0% |
| Annual Yield % from dividends | 2.57 | 1.83 | 141% |
| Returns for 1 year | 7.96 | 10.25 | 78% |
| Returns for 3 years | 18.80 | 34.68 | 54% |
| Returns for 5 years | 36.03 | 39.56 | 91% |
| Returns for 10 years | N/A | 67.20 | - |
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