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DBALX vs RLBEX
DBALX vs RLBEX Comparison
Open Charts DBALX vs RLBEX
Davenport Balanced Income
Price$13.92
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets282.17M
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
DBALX vs RLBEX Comparison Chart in %
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DBALX vs. RLBEX commentary
Feb 04, 2026
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 StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. DBALX (282M). DBALX pays higher dividends than RLBEX: DBALX (2.52) vs RLBEX (1.87). DBALX was incepted earlier than RLBEX: DBALX (10 years) vs RLBEX (24 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 : 11.32 vs. DBALX (8.54). RLBEX return over 5 years is better than : 35.56 vs. DBALX (23.53).
| 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 | 24 years | - |
| Gain YTD | 2.959 | 2.459 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 270B | 0% |
| Annual Yield % from dividends | 2.52 | 1.87 | 134% |
| Returns for 1 year | 8.54 | 11.32 | 75% |
| Returns for 3 years | 21.12 | 36.71 | 58% |
| Returns for 5 years | 23.53 | 35.56 | 66% |
| Returns for 10 years | 73.18 | 90.55 | 81% |
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