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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Davenport Balanced Income
Price$13.83
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets272.75M
CLBCX vs DBALX Comparison Chart in %
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CLBCX vs. DBALX commentary
Dec 05, 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 StrongBuy and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. DBALX (273M). DBALX pays higher dividends than CLBCX: DBALX (2.51) vs CLBCX (1.02). 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 : 8.95 vs. DBALX (3.29). CLBCX return over 5 years is better than : 35.46 vs. DBALX (24.93).
| 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 | 16.279 | 8.640 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 273M | 98,535% |
| Annual Yield % from dividends | 1.02 | 2.51 | 41% |
| Returns for 1 year | 8.95 | 3.29 | 272% |
| Returns for 3 years | 38.38 | 21.46 | 179% |
| Returns for 5 years | 35.46 | 24.93 | 142% |
| Returns for 10 years | 74.13 | N/A | - |
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