Ad is loading...
DBOCX vs RLBEX
DBOCX vs RLBEX Comparison
Open Charts DBOCX vs RLBEX
BNY Mellon Balanced Opportunity C
Price$22.88
Change-$0.35 (-1.51%)
VolumeN/A
Net Assets277.24M
American Funds American Balanced R4
Price$34.03
Change-$0.57 (-1.65%)
VolumeN/A
Net Assets237.28B
DBOCX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBOCX vs. RLBEX commentary
Mar 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 DBOCX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. DBOCX (277M). RLBEX pays higher dividends than DBOCX: RLBEX (1.91) vs DBOCX (0.43). DBOCX was incepted earlier than RLBEX: DBOCX (21 years) vs RLBEX (23 years). DBOCX (2.06) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DBOCX (46.25). RLBEX has a lower initial minimum investment than DBOCX: RLBEX (250) vs DBOCX (1000). RLBEX annual gain was more profitable for investors over the last year : 5.13 vs. DBOCX (1.30). RLBEX return over 5 years is better than : 34.46 vs. DBOCX (7.44).
| DBOCX | RLBEX | DBOCX / RLBEX | |
| Total Expense Ratio | 1.90 | 0.60 | 317% |
| Annual Report Gross Expense Ratio | 2.06 | 0.60 | 343% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.599 | 0.963 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 237B | 0% |
| Annual Yield % from dividends | 0.43 | 1.91 | 22% |
| Returns for 1 year | 1.30 | 5.13 | 25% |
| Returns for 3 years | 3.90 | 17.25 | 23% |
| Returns for 5 years | 7.44 | 34.46 | 22% |
| Returns for 10 years | 11.24 | 55.24 | 20% |