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CLBCX vs DBALX
CLBCX vs DBALX Comparison
Open Charts CLBCX vs DBALX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Davenport Balanced Income
Price$13.92
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets282.17M
CLBCX vs DBALX Comparison Chart in %
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CLBCX vs. DBALX commentary
Feb 04, 2026
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 Hold and DBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. DBALX (282M). DBALX pays higher dividends than CLBCX: DBALX (2.52) vs CLBCX (1.19). 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 : 10.51 vs. DBALX (8.54). CLBCX return over 5 years is better than : 32.27 vs. DBALX (23.53).
| 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 | 2.375 | 2.959 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 282M | 95,745% |
| Annual Yield % from dividends | 1.19 | 2.52 | 47% |
| Returns for 1 year | 10.51 | 8.54 | 123% |
| Returns for 3 years | 33.67 | 21.12 | 159% |
| Returns for 5 years | 32.27 | 23.53 | 137% |
| Returns for 10 years | 86.26 | 73.18 | 118% |
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