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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$12.66
Change-$0.17 (-1.33%)
VolumeN/A
Net Assets238.92M
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
DBALX vs RLBEX Comparison Chart
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DBALX vs. RLBEX commentary
Apr 11, 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: 229B vs. DBALX (239M). DBALX pays higher dividends than RLBEX: DBALX (2.52) vs RLBEX (1.97). DBALX was incepted earlier than RLBEX: DBALX (9 years) vs RLBEX (23 years). DBALX (0.93) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DBALX (45.00). RLBEX has a lower initial minimum investment than DBALX: RLBEX (250) vs DBALX (5000). DBALX annual gain was more profitable for investors over the last year : 4.56 vs. RLBEX (2.32). RLBEX (36.76) and DBALX (36.25) have equivalent 5 years return.
| DBALX | RLBEX | DBALX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.60 | 155% |
| Annual Report Gross Expense Ratio | 0.93 | 0.60 | 155% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.448 | -2.210 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 229B | 0% |
| Annual Yield % from dividends | 2.52 | 1.97 | 128% |
| Returns for 1 year | 4.56 | 2.32 | 197% |
| Returns for 3 years | 1.99 | 11.42 | 17% |
| Returns for 5 years | 36.25 | 36.76 | 99% |
| Returns for 10 years | N/A | 49.34 | - |
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