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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Davenport Balanced Income
Price$13.73
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets271.96M
CLBFX vs DBALX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and DBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. DBALX (272M). DBALX pays higher dividends than CLBFX: DBALX (2.55) vs CLBFX (1.86). CLBFX was incepted earlier than DBALX: CLBFX (23 years) vs DBALX (10 years). DBALX (0.93) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). CLBFX has a lower initial minimum investment than DBALX: CLBFX (250) vs DBALX (5000). CLBFX annual gain was more profitable for investors over the last year : 8.91 vs. DBALX (3.29). CLBFX return over 5 years is better than : 42.56 vs. DBALX (27.03).
| CLBFX | DBALX | CLBFX / DBALX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.974 | 7.855 | 191% |
| 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 | 1.86 | 2.55 | 73% |
| Returns for 1 year | 8.91 | 3.29 | 271% |
| Returns for 3 years | 44.01 | 22.48 | 196% |
| Returns for 5 years | 42.56 | 27.03 | 157% |
| Returns for 10 years | 90.28 | N/A | - |
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