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DBALX vs RLBBX
DBALX vs RLBBX Comparison
Open Charts DBALX vs RLBBX
Davenport Balanced Income
Price$13.83
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets272.75M
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DBALX vs RLBBX Comparison Chart in %
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DBALX vs. RLBBX 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 DBALX is a Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. DBALX (273M). DBALX pays higher dividends than RLBBX: DBALX (2.51) vs RLBBX (1.07). DBALX was incepted earlier than RLBBX: DBALX (10 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than DBALX (0.93). RLBBX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). RLBBX has a lower initial minimum investment than DBALX: RLBBX (250) vs DBALX (5000). RLBBX annual gain was more profitable for investors over the last year : 8.93 vs. DBALX (3.29). RLBBX return over 5 years is better than : 34.60 vs. DBALX (24.93).
| DBALX | RLBBX | DBALX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.32 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.32 | 70% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 8.640 | 16.325 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 269B | 0% |
| Annual Yield % from dividends | 2.51 | 1.07 | 235% |
| Returns for 1 year | 3.29 | 8.93 | 37% |
| Returns for 3 years | 21.46 | 37.96 | 57% |
| Returns for 5 years | 24.93 | 34.60 | 72% |
| Returns for 10 years | N/A | 67.45 | - |
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