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DBOAX vs RLBBX
DBOAX vs RLBBX Comparison
Open Charts DBOAX vs RLBBX
BNY Mellon Balanced Opportunity A
Price$24.75
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets281.64M
American Funds American Balanced R2
Price$36.51
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
DBOAX vs RLBBX Comparison Chart in %
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DBOAX vs. RLBBX commentary
Jul 13, 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 DBOAX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. DBOAX (282M). RLBBX (1.17) and DBOAX (1.14) have matching dividends . DBOAX was incepted earlier than RLBBX: DBOAX (21 years) vs RLBBX (23 years). RLBBX (1.32) and DBOAX (1.26) have similar cost to investors . DBOAX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than DBOAX: RLBBX (250) vs DBOAX (1000). RLBBX annual gain was more profitable for investors over the last year : 5.95 vs. DBOAX (2.87). RLBBX return over 5 years is better than : 35.73 vs. DBOAX (14.15).
| DBOAX | RLBBX | DBOAX / RLBBX | |
| Total Expense Ratio | 1.15 | 1.32 | 87% |
| Annual Report Gross Expense Ratio | 1.26 | 1.32 | 95% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 5.364 | 7.497 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 252B | 0% |
| Annual Yield % from dividends | 1.14 | 1.17 | 97% |
| Returns for 1 year | 2.87 | 5.95 | 48% |
| Returns for 3 years | 22.96 | 33.38 | 69% |
| Returns for 5 years | 14.15 | 35.73 | 40% |
| Returns for 10 years | 19.98 | 55.80 | 36% |