Interact to see
Advertisement
Advertisement
CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Davenport Balanced Income
Price$13.73
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets271.96M
CLBCX vs DBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. DBALX commentary
Nov 14, 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 CLBCX is a Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. DBALX (272M). DBALX pays higher dividends than CLBCX: DBALX (2.55) vs CLBCX (1.04). CLBCX was incepted earlier than DBALX: CLBCX (24 years) vs DBALX (10 years). CLBCX (1.35) is less costly to investors than DBALX (0.93). CLBCX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). CLBCX has a lower initial minimum investment than DBALX: CLBCX (250) vs DBALX (5000). CLBCX annual gain was more profitable for investors over the last year : 7.92 vs. DBALX (3.29). CLBCX return over 5 years is better than : 36.11 vs. DBALX (27.03).
| CLBCX | DBALX | CLBCX / DBALX | |
| Total Expense Ratio | 1.35 | 0.93 | 145% |
| Annual Report Gross Expense Ratio | 1.35 | 0.93 | 145% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.029 | 7.855 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 272M | 98,897% |
| Annual Yield % from dividends | 1.04 | 2.55 | 41% |
| Returns for 1 year | 7.92 | 3.29 | 241% |
| Returns for 3 years | 40.07 | 22.48 | 178% |
| Returns for 5 years | 36.11 | 27.03 | 134% |
| Returns for 10 years | 73.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement