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DBOAX vs RLBBX
DBOAX vs RLBBX Comparison
Open Charts DBOAX vs RLBBX
BNY Mellon Balanced Opportunity A
Price$23.05
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets267.38M
American Funds American Balanced R2
Price$34.03
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
DBOAX vs RLBBX Comparison Chart
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DBOAX vs. RLBBX commentary
May 11, 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: 234B vs. DBOAX (267M). RLBBX (1.27) and DBOAX (1.23) 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 : 3.39 vs. DBOAX (-0.59). RLBBX return over 5 years is better than : 32.38 vs. DBOAX (12.67).
| 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 | -1.873 | 0.068 | -2,741% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 234B | 0% |
| Annual Yield % from dividends | 1.23 | 1.27 | 97% |
| Returns for 1 year | -0.59 | 3.39 | -17% |
| Returns for 3 years | 11.08 | 19.39 | 57% |
| Returns for 5 years | 12.67 | 32.38 | 39% |
| Returns for 10 years | 12.21 | 44.63 | 27% |
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