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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Davenport Balanced Income
Price$13.78
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets278.95M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Jan 15, 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 CLBFX is a Hold and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. DBALX (279M). DBALX pays higher dividends than CLBFX: DBALX (2.58) vs CLBFX (2.08). 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 : 14.42 vs. DBALX (9.36). CLBFX return over 5 years is better than : 39.53 vs. DBALX (22.98).
| 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 | 2.357 | 1.923 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 279M | 96,774% |
| Annual Yield % from dividends | 2.08 | 2.58 | 81% |
| Returns for 1 year | 14.42 | 9.36 | 154% |
| Returns for 3 years | 38.39 | 21.37 | 180% |
| Returns for 5 years | 39.53 | 22.98 | 172% |
| Returns for 10 years | 105.76 | 73.58 | 144% |
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