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CLBFX vs DBALX
CLBFX vs DBALX Comparison
Open Charts CLBFX vs DBALX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Davenport Balanced Income
Price$13.63
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets274.49M
CLBFX vs DBALX Comparison Chart in %
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CLBFX vs. DBALX commentary
Dec 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. DBALX (274M). 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 : 9.28 vs. DBALX (6.52). CLBFX return over 5 years is better than : 37.42 vs. DBALX (22.73).
| 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 | 10.722 | 7.069 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 274M | 98,175% |
| Annual Yield % from dividends | 1.83 | 2.51 | 73% |
| Returns for 1 year | 9.28 | 6.52 | 142% |
| Returns for 3 years | 38.20 | 23.22 | 165% |
| Returns for 5 years | 37.42 | 22.73 | 165% |
| Returns for 10 years | 88.92 | N/A | - |
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