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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$39.72
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
CLBFX vs DBALX Comparison Chart in %
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CLBFX 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 CLBFX is a StrongBuy and DBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. DBALX (273M). DBALX pays higher dividends than CLBFX: DBALX (2.51) vs CLBFX (1.83). 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 : 9.92 vs. DBALX (3.29). CLBFX return over 5 years is better than : 41.82 vs. DBALX (24.93).
| 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 | 17.277 | 8.640 | 200% |
| 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 | 1.83 | 2.51 | 73% |
| Returns for 1 year | 9.92 | 3.29 | 302% |
| Returns for 3 years | 42.21 | 21.46 | 197% |
| Returns for 5 years | 41.82 | 24.93 | 168% |
| Returns for 10 years | 91.38 | N/A | - |
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