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DBOCX vs RLBEX
DBOCX vs RLBEX Comparison
Open Charts DBOCX vs RLBEX
BNY Mellon Balanced Opportunity C
Price$22.88
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
DBOCX vs RLBEX Comparison Chart
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DBOCX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. DBOCX (267M). RLBEX pays higher dividends than DBOCX: RLBEX (1.98) vs DBOCX (0.45). DBOCX was incepted earlier than RLBEX: DBOCX (21 years) vs RLBEX (23 years). DBOCX (2.03) is less costly to investors than RLBEX (0.59). DBOCX (46.25) and RLBEX (44.00) have comparable annual turnover. 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 : 4.73 vs. DBOCX (-0.79). RLBEX return over 5 years is better than : 36.69 vs. DBOCX (9.68).
| DBOCX | RLBEX | DBOCX / RLBEX | |
| Total Expense Ratio | 1.90 | 0.59 | 322% |
| Annual Report Gross Expense Ratio | 2.03 | 0.59 | 344% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.353 | 0.425 | -554% |
| 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 | 1.98 | 23% |
| Returns for 1 year | -0.79 | 4.73 | -17% |
| Returns for 3 years | 10.31 | 21.84 | 47% |
| Returns for 5 years | 9.68 | 36.69 | 26% |
| Returns for 10 years | 7.65 | 52.56 | 15% |
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