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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Davenport Balanced Income
Price$13.70
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets269.04M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. DBALX (269M). DBALX pays higher dividends than CLBFX: DBALX (2.53) vs CLBFX (1.89). 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 : 8.84 vs. DBALX (2.84). CLBFX return over 5 years is better than : 45.11 vs. DBALX (30.56).
| 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 | 14.767 | 7.619 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 269M | 98,513% |
| Annual Yield % from dividends | 1.89 | 2.53 | 75% |
| Returns for 1 year | 8.84 | 2.84 | 311% |
| Returns for 3 years | 52.03 | 26.62 | 195% |
| Returns for 5 years | 45.11 | 30.56 | 148% |
| Returns for 10 years | 91.64 | N/A | - |
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