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DBOAX vs RLBBX
DBOAX vs RLBBX Comparison
Open Charts DBOAX vs RLBBX
BNY Mellon Balanced Opportunity A
Price$24.78
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets281.03M
American Funds American Balanced R2
Price$36.43
Change-$0.25 (-0.68%)
VolumeN/A
Net Assets251.16B
DBOAX vs RLBBX Comparison Chart in %
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DBOAX vs. RLBBX commentary
Aug 04, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 251B vs. DBOAX (281M). RLBBX (1.16) and DBOAX (1.13) have matching dividends . DBOAX was incepted earlier than RLBBX: DBOAX (22 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 : 6.70 vs. DBOAX (4.90). RLBBX return over 5 years is better than : 33.06 vs. DBOAX (11.96).
| DBOAX | RLBBX | DBOAX / RLBBX | |
| Total Expense Ratio | 1.15 | 1.32 | 87% |
| Annual Report Gross Expense Ratio | 1.26 | 1.32 | 95% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.492 | 7.262 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 251B | 0% |
| Annual Yield % from dividends | 1.13 | 1.16 | 97% |
| Returns for 1 year | 4.90 | 6.70 | 73% |
| Returns for 3 years | 16.43 | 28.33 | 58% |
| Returns for 5 years | 11.96 | 33.06 | 36% |
| Returns for 10 years | 20.80 | 55.52 | 37% |
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