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DBOCX vs RLBEX
DBOCX vs RLBEX Comparison
Open Charts DBOCX vs RLBEX
BNY Mellon Balanced Opportunity C
Price$21.83
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets258.17M
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
DBOCX vs RLBEX Comparison Chart
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DBOCX vs. RLBEX commentary
Apr 18, 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: 225B vs. DBOCX (258M). RLBEX pays higher dividends than DBOCX: RLBEX (1.97) vs DBOCX (0.44). 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 : 2.55 vs. DBOCX (-2.29). RLBEX return over 5 years is better than : 31.66 vs. DBOCX (7.15).
| 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 | -6.290 | -3.702 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 225B | 0% |
| Annual Yield % from dividends | 0.44 | 1.97 | 23% |
| Returns for 1 year | -2.29 | 2.55 | -90% |
| Returns for 3 years | -3.72 | 9.93 | -37% |
| Returns for 5 years | 7.15 | 31.66 | 23% |
| Returns for 10 years | 2.83 | 46.29 | 6% |
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