Interact to see
Advertisement
Advertisement
DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.83
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets272.75M
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DBALX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBALX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. DBALX (273M). DBALX pays higher dividends than RLBEX: DBALX (2.51) vs RLBEX (1.68). DBALX was incepted earlier than RLBEX: DBALX (10 years) vs RLBEX (23 years). DBALX (0.93) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. DBALX (25.00). RLBEX has a lower initial minimum investment than DBALX: RLBEX (250) vs DBALX (5000). RLBEX annual gain was more profitable for investors over the last year : 9.75 vs. DBALX (3.29). RLBEX return over 5 years is better than : 38.83 vs. DBALX (24.93).
| DBALX | RLBEX | DBALX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.59 | 158% |
| Annual Report Gross Expense Ratio | 0.93 | 0.59 | 158% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.640 | 17.104 | 51% |
| 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 | 1.68 | 149% |
| Returns for 1 year | 3.29 | 9.75 | 34% |
| Returns for 3 years | 21.46 | 40.82 | 53% |
| Returns for 5 years | 24.93 | 38.83 | 64% |
| Returns for 10 years | N/A | 77.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement