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DBOCX vs RLBBX
DBOCX vs RLBBX Comparison
Open Charts DBOCX vs RLBBX
BNY Mellon Balanced Opportunity C
Price$22.88
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R2
Price$34.06
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
DBOCX vs RLBBX Comparison Chart
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DBOCX vs. RLBBX commentary
May 09, 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 DBOCX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. DBOCX (267M). RLBBX pays higher dividends than DBOCX: RLBBX (1.27) vs DBOCX (0.45). DBOCX was incepted earlier than RLBBX: DBOCX (21 years) vs RLBBX (23 years). DBOCX (2.03) is less costly to investors than RLBBX (1.32). DBOCX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than DBOCX: RLBBX (250) vs DBOCX (1000). RLBBX annual gain was more profitable for investors over the last year : 3.92 vs. DBOCX (-0.79). RLBBX return over 5 years is better than : 32.50 vs. DBOCX (9.68).
| DBOCX | RLBBX | DBOCX / RLBBX | |
| Total Expense Ratio | 1.90 | 1.32 | 144% |
| Annual Report Gross Expense Ratio | 2.03 | 1.32 | 154% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.353 | 0.157 | -1,503% |
| Front Load | N/A | 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 | 0.45 | 1.27 | 35% |
| Returns for 1 year | -0.79 | 3.92 | -20% |
| Returns for 3 years | 10.31 | 19.70 | 52% |
| Returns for 5 years | 9.68 | 32.50 | 30% |
| Returns for 10 years | 7.65 | 44.46 | 17% |
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