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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Davenport Balanced Income
Price$13.92
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets282.17M
CLBFX vs DBALX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and DBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. DBALX (282M). DBALX pays higher dividends than CLBFX: DBALX (2.52) vs CLBFX (2.03). 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 : 11.50 vs. DBALX (8.54). CLBFX return over 5 years is better than : 38.44 vs. DBALX (23.53).
| 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 | 2.464 | 2.959 | 83% |
| 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 | 2.03 | 2.52 | 81% |
| Returns for 1 year | 11.50 | 8.54 | 135% |
| Returns for 3 years | 37.33 | 21.12 | 177% |
| Returns for 5 years | 38.44 | 23.53 | 163% |
| Returns for 10 years | 104.71 | 73.18 | 143% |
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