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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.70
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets269.04M
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
DBALX vs RLBEX Comparison Chart in %
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DBALX vs. RLBEX 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 DBALX is a Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. DBALX (269M). DBALX pays higher dividends than RLBEX: DBALX (2.53) vs RLBEX (1.74). 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 : 8.70 vs. DBALX (2.84). RLBEX return over 5 years is better than : 42.04 vs. DBALX (30.56).
| 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 | 7.619 | 14.631 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 265B | 0% |
| Annual Yield % from dividends | 2.53 | 1.74 | 146% |
| Returns for 1 year | 2.84 | 8.70 | 33% |
| Returns for 3 years | 26.62 | 50.52 | 53% |
| Returns for 5 years | 30.56 | 42.04 | 73% |
| Returns for 10 years | N/A | 77.69 | - |
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