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DBOAX vs RLBBX
DBOAX vs RLBBX Comparison
Open Charts DBOAX vs RLBBX
BNY Mellon Balanced Opportunity A
Price$23.08
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets270.43M
American Funds American Balanced R2
Price$34.08
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
DBOAX vs RLBBX Comparison Chart
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DBOAX vs. RLBBX commentary
Apr 03, 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: 234B vs. DBOAX (270M). RLBBX (1.27) and DBOAX (1.23) have matching dividends . DBOAX was incepted earlier than RLBBX: DBOAX (21 years) vs RLBBX (23 years). RLBBX (1.33) and DBOAX (1.29) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 171.00 vs. DBOAX (46.25). 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 : 3.48 vs. DBOAX (-0.50). RLBBX return over 5 years is better than : 45.37 vs. DBOAX (25.88).
| DBOAX | RLBBX | DBOAX / RLBBX | |
| Total Expense Ratio | 1.15 | 1.33 | 86% |
| Annual Report Gross Expense Ratio | 1.29 | 1.33 | 97% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.214 | 0.215 | -1,028% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 234B | 0% |
| Annual Yield % from dividends | 1.23 | 1.27 | 97% |
| Returns for 1 year | -0.50 | 3.48 | -14% |
| Returns for 3 years | -2.36 | 10.41 | -23% |
| Returns for 5 years | 25.88 | 45.37 | 57% |
| Returns for 10 years | 11.82 | 46.19 | 26% |
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